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Patient Account Summary (Patient Name) Report

The Patient Account Summary report displays transaction history and current balances for a specific patient, by name.

Transaction Data

Transactions are organized by bill number and displayed chronologically. Each individual bill shows:

  • Date: When the transaction occurred
  • Transaction Type: Two-letter code identifying the activity type
  • Description: What happened (billing, payment, adjustment, etc.)
  • Amount: Dollar amount charged or credited
  • Balance: Account balance after the transaction

Key Information

  • Multiple Bills: Each account may have several bill numbers with separate transaction histories
  • Running Balance: The balance column shows cumulative totals after each transaction
  • Total Balance: Summary of all outstanding amounts across all bills appears at the report end

Purpose

This report provides a complete audit trail for account management, payment tracking, and balance verification.