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Step by Step #

1. Select “All Patients”
2. Set the Time Frame with the “Has Visits During” dropdown.
3. Type in your desired “Max Balance”
4. Use Tags to Separate Reports (i.e. PPV or Care Plan Patients)
5. Sort by top columns. (i.e. Account Balance low to high or high to low.)
6. Use this information to double-check what patients need to have payments set up or have errors in their ledgers.