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Dream Factory by TruBridge Ideas Portal
Created by iliana angulo
Created on Aug 3, 2023

Zero Balance List in Excel Output format

Can we please work on making the Zero Balance List in an excel output format, currently VERY challenging to work a PDF report nor does it convert to excel cleanly.

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  • Leslie Alley
    Reply
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    Jul 3, 2024

    I WOULD LOVE IT IF ALL OF THE REPORTS CAME IN EXCEL FORM

  • Stacy Taylor
    Reply
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    Jun 28, 2024

    We need to have this option as well. Our financial auditors requested this report for the last 2 years. They state that mutliple vendors are able to pull this to excel, but Trubridge is unfortunately unable to comply. We need to be able to provide them with balances that have zeroed out in our fiscal year. They want to see patient name, number, financial class, total charges, total payments, total adjustments, and dates of service.