Guarantor Balance Inquiry > Guarantor Visit Balance Screen

The Guarantor Visit Balances screen lists all patient associated with the selected guarantor that have a patient balance. To access this screen to view more detail, double-click one of the guarantors lines.

Select Web Client > Guarantor Inquiry > Select Guarantor.

guarantor_visit_balances

Guarantor Visit Balances

Below is an explanation of each column:

•	Account: The patient's account number.

•	Patient Name: The patient's name on the account.

•	Admit Date: The admission date on the account.

•	Discharge Date: The discharge date on the account.

•	Service Code: The service code on the account.

•	Collect Code: The collect code on the account, if present.

•	Bill Switch: The bill switch on the account, if present.

•	Patient Balance: The amount owed on the account by the patient/guarantor. An amount may be display here if insurance has not been generated yet.

•	Insurance Balance: The amount owed by insurance. This will display an amount once insurance has generated.

•	Terms: If the account has been set up on terms, the agreed upon amount will be displayed.

•	Current Financial Class: The current financial class on the account.

•	Last Patient Payment Amount: The amount of the last payment made by the patient/guarantor.

•	Last Patient Payment Date: The date of when the last payment was made by the patient/guarantor.

•	Last Insurance Payment Amount: The amount of the last payment made by insurance.

•	Last Insurance Payment Date: The date of when the last payment was made by insurance.

•	Last Statement Date: The date of when the last statement was sent to the patient/guarantor.

•	Account Balance: The total outstanding AR balance on the account.

Totals

Grand totals will display at the bottom for visits tied to the guarantor, total patient balance, total insurance balance, total patient payments, total insurance payments and total account balances.

Double-click on one of the patient visit lines to display the Account Detail for the visit.

CSV Option

The CSV Option may be selected to take the information displayed on the screen and export it into Excel.