The Generate Walkout Report is intended to be used daily as a measurement of what is being allowed to walk out the door concerning patient financial responsibility. This report can be used to see how much the patient owes the practice at the end of the day.
This report shows real-time data and is available in two views: Summary and Detail View.
Competitor Reports
- Day Sheet (Eaglesoft)
Use Cases
- Ensure same-day collection of patient portions and patient balances, using this report as a reference.
- Using the report as a reference, send Text to Pay to the patient if their portion was not collected prior to the end of the day.
Let's get started!
- Navigate to the System Menu > select Operational Reports under Insights.
- Click the + icon on the left or the Generate Report button on the right for the chosen report.
Explore below to learn more about the desired views, filter criteria, and results.
The summary view shows the total starting balance and ending balance for each selected location by transaction date. The transaction date is the date on which the user entered the transaction in the system. It may or may not be different from the actual D.O.S./payment date.
Let's explore the filters:
| No | Filters | Description |
| 1 | Date range* |
The Walkout Balance report is dated by Transaction date. Focus your report based on balances created in the specific date range. *By default, the date range will be for the current day. |
| 2 | Location* |
Select location(s) to focus your report based on balances created in the selected Locations. *By default, the location will be the user’s default location. |
Once you have selected the desired filters, click on the Generate button to generate your on-screen report or Download Report As button to download your report.
Generation/Download Criteria
- Due to data volume, reports with more than 5 Treatment Locations and a date range greater than 1 Month will not be generated on-screen.
- Reports meeting these criteria will be accessible in the Scheduled Downloads section.
Result - Summary View
Now, let's take a look at the results of the Walkout Balance Report (Summary View).
- Trans. Date: The date on which the patient's treatment was marked as complete in the system. It may or may not be the same as the DOS of the treatment.
- Starting Balance: The outstanding patient balance at the end of the day on the code's transaction date.
- Ending Balance: The outstanding patient balance as of today.
Click on the blue-colored entries to view more information on the corresponding entries.
The detail view of the report will show the following columns.
| No | Filters | Description |
| 1 | Date range* |
The Walkout Balance report is dated by Transaction date. Focus your report based on balances created in the specific date range. *By default, the date range will be for the current day. |
| 2 | Location* |
Select location(s) to focus your report based on balances created in the selected locations. *By default, the location will be the user’s default location. |
| 3 | Patient flag | Choose to focus the report based on the patients with the selected patient flags |
| 4 | Patient | Choose to focus the report based on the selected patients. |
| 5 | Columns* |
Choose the columns you wish to see in this report. *By default, all the columns will be selected. |
Once you have selected the desired filters, click on the Generate button to generate your on-screen report or Download Report As button to download your report.
Generation/Download Criteria
- Due to data volume, reports with more than 5 Treatment Locations and a date range greater than 1 Month will not be generated on-screen.
- Reports meeting these criteria will be accessible in the Scheduled Downloads section.
Result - Detail View
Now, let's take a look at the results of the Walkout Balance Report (Detail View).
- Patient Name: The name of the patient.
- Patient ID: This is the system-assigned number used to uniquely identify the patient and their records. On clicking on the Patient ID, the user is taken to the patient's ledger.
- Trans. Date: The date on which the patient's treatment was marked as complete in the system.
- Location: The location in which the patient's treatment was completed.
- Total Patient Resp. : The total patient payable for services completed on this date.
- Starting Balance: The outstanding patient balance at the end of the day on the code's transaction date.
- Ending Balance: The outstanding patient balance as of today.
- Unapplied Credits: The amount of unapplied credits available in the patient’s account.
- Last Paid Amount: The amount of the last payment the patient has paid.
- Last Paid Date: The date of the patient's last payment.
- Last Paid To: The user who entered the receipt for the last payment that was made by the patient.
If users in your practice cannot use this report, please ensure that the relevant permissions are enabled.
To enable Permissions for the Walkout Balance Report:
- Navigate to the System Menu > Practice Settings > Administration > Profiles.
- Click Manage Permissions for the intended profile.
- Select Insights.
- Click the toggle for Generate Walkout Balance Report under Operational Reports to enable the permission.
- Click Save.
- On the Confirm Action modal that appears, click Yes to proceed.
- A toast notification appears on the top right stating, 'Profile updated successfully'.
Practices can use this comprehensive guide to efficiently generate reports, explore various use cases, and apply the necessary filter criteria to generate the desired report. Following this guide will help you create reports quickly, understand the different views available, and customize reports to meet specific needs.
Click here to explore the complete list of permissions and their descriptions.