Accounts Receivable: Patient Statement Listing

This report is currently in Limited Release to a select group of Members and will be gradually rolled out over the following weeks.

Patient Statement Listing is a Data Table style report that allows clinics to track patient statements.  Members can see patients with outstanding balances tied to a closed month and monitor their AR at the patient level.

Run and Customize the Report

  1. You can filter which clinics appear in the report using the View Clinics by: drop-down menu and corresponding (…) button.
  2. Select the Date Range.
  3. Export to Excel or CSV for further manipulation.

Tip: While the date range filter on the majority of financial reports is based on the date of service, this report pulls data based on the statement print date.

RevFlow Replacement Reports

This Analytics report replaces the following legacy RevFlow Report Patient Statements. Some differences include the Date Range selector, which was changed from a Month drop-down to Start and End Dates to correctly display the number of statements each patient received. The Last Payment Amount column on the WebPT Analytics report is the last patient payment received date.  In the original report, this was the last patient copay date.

Location

You can locate this report in the Accounts Receivable section of Reports in Analytics.  If you do not see the report listed in this section, ensure that you have the correct Analytics Access permission.

Column Descriptions

Column Description Data Source
Patient ID RevFlow Patient ID RevFlow
First Name Patient first name as entered into RevFlow RevFlow
Last Name Patient last name RevFlow
Claims in Process Balance The total dollar amount of charges pending insurance reimbursement (not yet patient responsibility) RevFlow
Patient Billed Amount Total billed to the patient RevFlow
Last Billed Date The date the most recent statement was printed RevFlow
Number of Statements Number of statements printed for this patient RevFlow
Payment Plan If yes, “Pymt Plan”; If no, blank. RevFlow
Date of Last Patient Payment Date of the most recent patient payment RevFlow
Last Patient Payment Amount Amount of most recent patient payment RevFlow
Lien If yes, “Lien”; If no, blank.     RevFlow