Working with Reports > Creating Financial Reports
The Accounts Receivable report enables you to generate a Detailed or Totals Only list of all receivable accounts by patient, responsible party, or insurance carrier. More...
To print the Accounts Receivable report:
From the main menu, select Reports > Financial > Accounts Receivable by > Patient/Responsible Party/Insurance Carrier. The appropriate Accounts Receivable window is displayed. The Accounts Receivable (Patient) window is used in this example.
In the Names to Print section, enter the first letter of the patient or responsible party’s last name, or enter letters for a range of last names; for example, M through Z. To include all patients, use the default values: A for Starting Range and Z for Ending Range.
To include totals for a range of names, select Totals for Each Letter.
In the Accounts Receivable for Insurance window, enter the first letter of the carrier name, or enter letters for a range of carrier names. To include all carriers, use the default values: A for Starting Range and Z for Ending Range.
In the Location section, the default value is All Locations if your office has multiple locations. To print the report for only one location, select Single Location and use the drop-down list to select the location.
In the Age of Accounts to Print section, select from the following options.
In the Print Totals section, select Print Totals Only to print an aged receivables total of all accounts without printing the detail for each patient/responsible party/insurance carrier.
Click OK. The Accounts Receivable Print Options window is displayed. Select to print, preview, or export the report.
Printing Auto Payment Receipts
Generating and Printing Statements
Printing and Closing the Daysheet
Settling Credit Card Authorizations