Knowing what's owed, and for how long
Outstanding Balances shows what patients still owe, grouped into aging buckets: 0-30, 31-60, 61-90, and 90+ days since the invoice was raised. It's the report to run before any billing follow-up push, and the one that turns a vague sense that "we're owed a lot of money" into a concrete, prioritized list.
Aging buckets matter because not all unpaid balances carry the same risk. An invoice sitting at 15 days is often just a patient who hasn't gotten around to paying yet — a light reminder usually closes it out. An invoice sitting at 95 days is a very different problem: the longer a balance ages, the less likely it is to ever be collected, and clinics that let 90+ day balances accumulate without a follow-up process tend to eventually write a meaningful chunk of them off. A healthy aging profile is weighted heavily toward the 0-30 bucket; if 61-90 or 90+ make up a large share of the total, that's the signal to tighten up your invoicing and reminder cadence, not just chase harder.
- Outstanding Balances is filtered by location only — it isn't scoped to a date range
- Total outstanding and Invoices owing give you the headline picture immediately
- The Aged balances table breaks the total into four buckets by how overdue each balance is
- The age of a balance is measured from when the invoice was raised, not last touched
Filters
- <strong>Location</strong> — the only filter this report offers
There's no date range filter here, deliberately — an outstanding balance is a snapshot of what's currently owed right now, not activity within a period. The aging buckets themselves are what carry the time dimension.
KPI tiles
- <strong>Total outstanding</strong> — every unpaid balance across all four aging buckets, combined
- <strong>Invoices owing</strong> — the count of invoices with any unpaid balance at all
Table: aged balances
| Bucket | Amount | % of total |
|---|---|---|
| 0-30 days | — | — |
| 31-60 days | — | — |
| 61-90 days | — | — |
| 90+ days | — | — |
The % of total column is often more useful than the raw amount in each bucket — it tells you at a glance whether your outstanding debt skews recent and manageable, or old and increasingly unlikely to collect. Many clinics review this table monthly specifically to watch whether balances are migrating from 0-30 into 31-60 faster than they're being cleared, which is an early sign that reminders or payment plans need attention before balances reach 90+.