Using the OrthoTrac Collections Module > Creating Collections Activity Reports

Collections Report

The Collections report prints information about accounts due for all accounts in the collections module or the current account. You can include the responsible party and patient, plus additional information such as totals, promises, address and phone numbers, last payment information, and comments.

To run the Collections report:

1. In the Collections Activity window, select Reports from the menu bar. The Collections Activity Reports menu is displayed. Select Collections Reports. The Collections Report Maker window is displayed.

2. In the Print Report on: section, select whether you want to print a report for the current account or all accounts in Collections. Also, select whether you want to include the responsible party, the patient, or both.

3. In the Include: section, select additional information to include in the report.

4. Click OK. The Collections Activities Print Options window is displayed.

5. Select to print, preview, or export the report and click OK.

Related Topics

Creating Collections Activity Reports

Open Promises Report

Paid Promises Report

Changed Promises Report

Deleted Promises Report