Insights: Outstanding Client Balances
The Outstanding Client Balances report gives an overview of any clients with balances or credits on their accounts.
It includes:
- Client Name
- Practitioner
- Total Balance
- Client Credit Balance
It is customizable by practitioner, if there are multiple practitioners on the account. Additionally, each column is sortable by clicking on the column heading.
If a client does not have an outstanding balance nor a credit on their account, they will not appear in this report. If they have one or the other, they will be included in the report with an amount of $0 in the extra column.
As with all Sessions Health insights reports, you can download the Bill Status report as a .CSV file by clicking Download in the top right hand corner.