How do I mark a patient as a bad debtor?
You can set a patient as a bad debtor in their patient record if you wish to keep track of this.
In the patient record, navigate to the 'Account' tab.
Click 'Set bad debtor' at the top (next to the balance).
A marker will appear at the top right of the patient record, near their balance.
Once the patient's debt has been paid or written off, and you no longer wish them to be listed as a bad debtor, you can click the 'x' next to the label to remove it in the 'Account' tab.
How can I view and track all bad debtors?
To keep track of all patients who are bad debtors, you can use the 'Patients' report - in order to report accurately on this, you must first have marked them as a bad debtor. This allows you to chase or write off debt as needed.
Navigate to the 'Patients' report.
Set the 'Active' filter to 'is active'.
Set the 'Bad debtor' filter to 'is true'.
Save the segment as 'Bad debtors'.
Any time you need to check this list again, open the 'Patients' report and select the 'Bad debtors' segment from your list of custom reports. Ensure you keep marking patients as bad debtors (and unmarking, once debt is paid), in order to keep this list accurate.
