Outstanding Balance Warning

  • 4
  • Question
  • Updated 4 years ago
  • Answered
  • (Edited)
Is it possible to have the amount owing ("balance") on opening screen of patients be in red / different colour.  Also maybe a warning when billing that there is an outstanding account.
Photo of Grafton Podiatry Centre

Grafton Podiatry Centre

  • 2 Posts
  • 0 Reply Likes

Posted 4 years ago

  • 4
Photo of Thinkwell


  • 2 Posts
  • 1 Reply Like
I agree:)
Photo of Steven

Steven, Business Care

  • 281 Posts
  • 78 Reply Likes

When you open a patient’s file it is easy to see the balance at the bottom of the file to see if there is anything outstanding. Currently amounts owing after 90 days highlight in red.

You can set a warning to appear when you bill a patient if they have items outstanding for 0, 30, 60 or 90 days from the Options tab of System Information.

With this turned on, next time you attempt to bill a patient that has an outstanding balance which matches your criteria you will get a pop up letting you know that there is an outstanding balance for the patient.

I have changed the title of your post to make it better searchable for other community users.
Photo of Janette


  • 9 Posts
  • 1 Reply Like
I agree - I think a different colour is a good idea also. :)
Photo of Western Region Health

Western Region Health

  • 24 Posts
  • 15 Reply Likes
Great idea, a different colour would makle things a lot easier!