Report on any patients with credit recorded on their patient record in your system.

Finding Patients in Credit

💡 Tip: Run this report monthly to keep up-to-date with your creditors.

1. Go to Administration - Reports.
   • Or click the Reports icon in your workspace bar along the top of your system.
2. Select the Debtors List to access the report.
   • This report is also stored in the Patients Accounts reports group.
3. The debtors list prompt has some options for you to choose from:
   • Sort Patient By changes the order of the list depending on your choice.
   • You can Include Inactive if required.
   • If you need to specify a group of patients, use the Select Patients option to create or select a patient list.
   • Report on specific Provider(s) by selecting a provider from the list or use the Multiple option to select more than one.
     • By selecting a provider, the report will only display amounts related to the chosen provider.
     • Leaving the provider empty will report on creditors for the entire practice.
   • The As at date will default to the current (today's) date.
   • Days For Aging is used to set date ranges for the age of the credit.
     • This defaults to 30 days, which means that any balance in credit for less than 30 days will not be displayed.
     • The number of days specified can be changed per your practice policy.
   • Leave the Minimum Balance blank.
   • Tick Only Overdue Balances to produce a patient balance summary displaying only patients with overdue accounts.
     • The age of debt will be shown depending on your chosen value; for example, using the default value (30 days), the report will contain columns for Current, 30 Days, 60 Days and 90 Days+.
   • Tick Only Creditors to exclude debtors.
   • Tick Include Payors to include amounts in credit for payors and patients.
4. Once you have configured your report, you can choose to print, preview, email or export (this will produce a .csv file) the report.

Reports are structured in the following way:

• Last Statement: This will show the date when a statement was last generated in EXACT for that patient.
• Stop Credit: If there is a * in this column it indicates that a ‘stop credit alert’ has been put against the patients record to indicate that they are a bad debt risk.
• Total: Total debt outstanding for that patient
• Current: This shows the current outstanding balance; for example, if a patient has a total outstanding balance of £150 but only £10 of that has been outstanding for more than 90 days, £140 would be under the current column and £10 under the 90 day column.
• 30 Days: This will show any balance that has been owed for more than 30 days but less than 60 days.
• 60 Days: This will show any balance that has been owed for more than 60 days but less than 90 days.
• 90 Days: This will show any balance that has been owed for more than 90 days.

Legacy Functionality for Searching for Patients in Credit

If your version of EXACT does not contain the creditors option, use the below steps to find patients in credit.

1. Go to Administration - Reports.
2. Select Debtors List.
3. Set Patient has a balance more than to -9999.00.
4. Set and less than to -0.01.
5. Run the report to show all patients in credit.