Manage Patient Balances & Statements

Updated on July 29, 2026 | 09:38 AM – CST

Patient A/R is where you chase what patients still owe, with two tabs for the accounts and the statements that collect on them.

This video walks through the patient A/R snapshot, filtering the worklist, and working on an account through the same follow-up window as plan A/R, scoped to the patient's balance.

You'll also learn how patient statements work, from reading each one's balance and overdue level to setting it reviewed, submitting it, or turning on auto submission.