Accounts receivable

Bob_Egert · October 13, 2025, 8:59pm

Hello,

I’m having a hard time sorting out how accounts receivable reporting is done. Our current system can generate a list of patients with unpaid balances and whether owed by insurance or patient.

If I search the subject = ‘accounts receivable’ all I see are 5-7 year old references as to how it’s not working well.

If OEMR isn’t tracking financial details of charges and payment well, how are people doing that ?

This question from 2016 raises the same point but it does not appear to have been resolved.

Thanks for any pointers/suggestions

Using OEMR 7+

moussa · October 13, 2025, 9:47pm

Check the demo: OpenEMR Demo
If you go to Fees –> Posting Payments and hit search you will see a list of unpaid balances. Clicking on invoices e.g. 1.5 you can make adjustment.

Here is a link to the billing wiki

Bob_Egert · October 14, 2025, 12:47am

Thank you Moussa. I’ll try posting some trial charges and payments and check it out.

htuck · October 16, 2025, 5:34pm

Hi @Bob_Egert

OpenEMR has a dashboard link to the patient’s Ledger:

where you can find this display for each one:

And on the main menu’s ‘Reports/ Financial’ item, you’ll find several AR- related reports:

This forum is not the only documentation repo; the OpenEMR wiki’s user guide has a lot of billing information. It’s arranged kind of haphazardly, but concentrated in the Billing section of the Supplementary topics:

This wiki page has OLD docs of the financial reports but the current reports have the same info:

Best- Harley