Balances for patients with future appointments

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sarrahlynn
Posts: 6
Joined: Mon Mar 04, 2013 2:03 pm

Balances for patients with future appointments

Post by sarrahlynn » Wed Jun 19, 2013 12:16 pm

Hi!

I am trying to find a report that will list any upcoming appointments with balances on the accounts. (I like to make sure all accounts are accurate and balances are addressed before a patient comes for their appointment, since we are a large fast-paced office.) Ideally, it would including aging of the balance and last statement, as well.

I am finding bits and pieces, but the future appointment part seems to be hard to find. And preferably I would like the next appointment for a family under a guarantor rather than each patient if possible.

Thanks for your help.

Sarrah

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