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.

You can filter by practitioner, and by the client's name in the search bar.

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.