Do patients call your office with questions about their billing statements, wondering what the charges listed as “Balance Forward” actually are?

When you generate billing statements, the balance forward date defaults to one month ago. Any patient balance prior to this date gets grouped into a lump sum labeled as “Balance Forward” on the billing statement.

You can show a more itemized list of charges on your billing statements by changing the Balance Forward Date setting in your billing statement setup options.

Change the Balance Forward Date as needed, but be judicious about how far back you set the date. If you move it back too far, some patients may receive statements with several pages of itemized procedures. Work to find that “sweet spot” with the balance forward date, where you give patients as much recent data as they need, but not so much that they get confused or overwhelmed by the number of pages included in their billing statement.