Using the Collections Module

Creating Collections Activities Reports

You can run several Collections Activities reports that show accounts due and the associated promises for the accounts.

The following reports are available:

• Collections Reports—Prints information about accounts due for all accounts in the collections module or the current account.

• Open Promises Report—Prints a list of promises that have not yet been paid and the amount of expected payment for all patients/responsible parties in the collections module.

• Paid Promises Report—Prints a list of promises that have been paid and the amount of payment for all patients/responsible parties in the collections module.

• Changed Promises Report—Prints a list of all changed promises for all patients/responsible parties in the collections module.

• Deleted Promises Report—Prints a list of all deleted promises for all patients/responsible parties in the collections module.

To run a Collections Activities report:

1. In the Collections Activity window, select Reports from the menu bar. The Collections Activity Reports menu is displayed. Select the report you want to run. The corresponding report window is displayed.

2. Select the criteria for the report, and type start and end dates where appropriate.

3. Click OK. The Print Options window is displayed.

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

Related Topics

Using the Collections Module

Adding and Editing Promises

Applying Payments to Promises

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