(Archived) Insurance Balance Analysis

This report has been removed from TRAKnet so that it can be fixed by the developers without providing inaccurate information. It may be returned in a future release.

The Insurance Balance Analysis report is an Advanced Report that displays a breakdown by insurance type the balance due for each patient with a date of service in the date range of the report.

The report breaks down by patient, showing each date of service, the charges on those dates, and the charge amount. The payment amount, adjustments, and balance are all listed as well, including which party is responsible for the remaining amount (Primary, Secondary, or Tertiary).


This report has one view, a table view, which displays all information broken down by insurance type code (e.g. Commercial Insurance, Medicare Part B).


This report has two filters:

  • Start Date - The starting date for the report. This will default to today's date.
  • End Date - The ending date for the report. This will default to today's date.

Sample Report

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