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Report |
Report Type |
Description |
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Ticket |
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Prints an appointment ticket, school excuse, or work excuse with a customized message. |
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Receipt |
Auto Payment Receipt |
Prints a receipt for payments made with the Auto Payment function. You can specify a date range for which to print receipts, and you have the option of printing all patients belonging to the responsible party on one page, printing insurance information (carrier name and address, employer name, and responsible party name) on the receipt, and printing only unprinted receipts. |
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Payment Receipt |
Prints a payment receipt. You can specify a date range for which to print receipts, and you have the option of printing all patients belonging to the responsible party on one page, printing the insurance information (carrier name and address, employer name, and responsible party name) on the receipt, and printing two copies of the receipt. |
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Statement |
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Displays the most recently generated statement and enables you to display past statement history. If no statement exists, a new statement is generated. |
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Ledger |
Patient Copy |
Prints a copy of the patient ledger. You can select to print by patient or responsible party; for all patients or a single patient; and for all responsible parties or a single responsible party. You can print a ledger for all dates or a range of dates, and you have the option of printing a new page for each responsible party, including comments and adjusted transactions. |
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Office Copy |
Prints an office copy of the patient ledger. You can select to print by patient or responsible party; for all patients or a single patient; and for all responsible parties or a single responsible party. You can print a ledger for all dates or a range of dates, and you have the option of printing a new page for each responsible party. The office copy defaults to printing comments, adjusted transactions, and details of split transactions. |
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Contract |
Coupons |
Prints contract payment coupons for the patient’s responsible party or the patient and the responsible party. |
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Fact Sheet |
Prints a fact sheet containing information about the patient contract and contract payments. You can only print this report from the Financial Functions — Contracts and Payment Plans window. |
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Promises |
All Promises |
Prints a list of all promises for this patient/responsible party for all dates or a range of dates. You can sort the report by name or date. |
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Paid Promises |
Prints a list of all paid promises for this patient/responsible party for all dates or a range of dates. You can sort the report by name or date. |
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Changed Promises |
Prints a list of all changed promises for this patient/responsible party for all dates or a range of dates. You can sort the report by name or date. |
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Open Promises |
Prints a list of all open promises for this patient/responsible party for all dates or a range of dates. You can sort the report by name or date. |
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Deleted Promises |
Prints a list of all deleted promises for this patient/responsible party for all dates or a range of dates. You can sort the report by name or date. |