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Open the Patient Info screen (using search / NHI number) and press F7 to edit the account details.

Debtors Module

Individual Accounts

  • Open the Debtors module.

  • Select View Individual Account(s).

  • Ensure that Load MTD Balance has a check mark next to it

  • Click OK

  • Type in the name of the account and select it from the list

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The statement shows the Overdue and Current portions of the account balance.

  •  Colin.Campbell still to add - Aged Balances report and selecting more than one.
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All Accounts

If you wish to see all Account Balances use the same process as above but select All Accounts.