# Patient Outstanding The **Patient Outstanding** report provides a detailed overview of patient dues, installment receipts, and collections. It is used for tracking outstanding balances, aging invoices, write-offs, and financial collections at both summary and detailed levels. This report helps administrators and finance teams monitor patient dues across clinics. It is useful for analyzing current and historical outstanding amounts, payment methods, and the age of unpaid invoices. *** ### Steps to Generate the Patient Outstanding Report * Open the **Patient Outstanding** report by navigating to **Home > Reports > Finance Reports > Patient Outstanding.** * If needed, you can generate the report for a specific patient by searching using the **Patient PIN, Name, Mobile Number,** or **EID Number.** * Set the **From** and **To** date fields to define the reporting period. * Use the **Clinic** and **Doctor** filters to filter the report based on the clinic location and consulting doctor. * Click **Search** to generate the report. *** ### Report Structure The report contains four sheets, each serving a specific purpose: **Patient Outstanding Summary, Patient Outstanding Details, Receipts,** and **Receipts As of Date.** * The **Patient Outstanding Summary** sheet displays a summarized view of patients who currently have outstanding balances. It includes **Patient PIN, Patient Name, Due Amount, Due Amount as of Date, Write-off Amount, Minimum Age** (based on the most recent outstanding invoice)**,** and **Maximum Age** (based on the oldest outstanding invoice). * The **Patient Outstanding Details** sheet provides detailed information about all patients who have ever had outstanding balances, including those that have been cleared. It includes the **Clinic Name, Visit Date, Invoice Date, Invoice Number, Receipt Number, Patient PIN, Patient Name, Doctor Name, Department, Mobile Number, Total Bill Amount, Paid Amount, Due Amount, Paid Amount as of Date, Due Amount as of Date, Write-off Amount, Payment Methods (Cash Payment, Card Payment, Cheque Payment, Bank Transfer, Payment Gateway, Amex, Crypto, Selfologi, Tabby, Advance Consumption, Credit Note Consumption, Remarks,** and **Invoice Aging Details.** * The **Receipts (Date Range)** sheet lists installment receipts collected during the selected reporting period. It includes **Clinic Name, Receipt Date, Invoice Date, Invoice Number, Receipt Number, Patient PIN, Patient Name, Doctor Name, Department, Mobile Number, Receipt Amount, Payment Methods (Cash Payment, Card Payment, Cheque Payment, Bank Transfer, Payment Gateway, Amex, Selfologi), Advance Consumption, Credit Note Consumption,** and **Remarks.** * The **Receipts As of Date (All-Time)** sheet displays all receipts recorded in the application, regardless of the date range selected. It includes **Clinic Name, Receipt Date, Invoice Date, Invoice Number, Receipt Number, Patient PIN, Patient Name, Doctor Name, Department, Mobile Number, Receipt Amount, Payment Methods (Cash, Card, Cheque, Bank Transfer, Payment Gateway, Amex, Crypto, Selfologi), Advance Consumption,** and **Remarks.** The screen also includes functional tools: **Pagination**(To browse multiple pages of results), **Zoom and Refresh** controls, **Search within the report, Print,** and **Export** options. *** --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://unitecare.gitbook.io/uniteemr/reports/finance-reports/patient-outstanding.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.