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Collection Letters and Patient Balances

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Last Post by JBell 7 years ago

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JBell

(@jbell)

Posts: 285

Honorable Member

Topic starter

Collection Letters and Patient Balances

I am looking for a way to print the entire patient balance as a total on a collection letter, the same patient balance that you can see in the Account Summary screen. I have tried Patient_Visit_Details but it provides too much information including the total balance (ins+patient), insurance and patient balance.

I then tried Visit_Patient_Balance but that is at the visit level only and does not include multiple visits.

I wondered if there was a way to take all the Pat Balance elements and add them together? Any thoughts?

Thanks!!

Posted : January 30, 2018 6:51 am

clawrence

(@clawrence)

Posts: 9

Active Member

For Guarantor based collection letters (possibly multiple patients) use the Account_Total_Balance merge field.

For Patient based collection letters (one patient only) use the Patient_Balance_Current merge field.

Posted : January 30, 2018 7:07 am

JBell

(@jbell)

Posts: 285

Honorable Member

Topic starter

We are doing guarantor based letters and I did try the account_total_balance field, this is the one that includes the insurance and patient balances together. I thought since it was in the patient field section in the mergefield help file that it would just be patient but it was not as far as I can see.

I may try the patient_balance_current, but I worried if the balances were not current but aged it might not pull them.

Puzzling.

Posted : January 30, 2018 7:16 am

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