There is no initial Filter Selection screen. The report simply displays a list of all Guarantors with Credits on the left, and Services that have a Balance on the right, and then allows Transactions to be posted, applying selected Credits to selected Services.
Clicking on a Guarantor in the Credits column reveals the Balances attributed to that Guarantor’s account in the Services column. In the example above, Peter Pan has three credit items and six Services with Balances.
To view the specific credits, click the plus sign to the left of the Guarantor, as shown below.
Clicking on the Patient name brings up the Patient record, and clicking on the Encounter number brings up the Encounter, allowing for further investigation to determine if, or where, the credits should be applied.