Visual Practice HOW TO

...Report on outstanding debts or credits for patient and insurance company accounts

Running the Report

To run the report on outstanding debts or credits for patient and insurance company accounts in Visual Practice, press the Report Button on the toolbar and select the Direct option.  A submenu will appear, and you should select Outstanding Direct Billing Balances as shown below:

Once you have selected this option, the Outstanding Direct Billing Balances form will appear as shown below:

This form allows you to specify a balance report for patients and/or insurance companies.