Managing Your Practice > Generating Reports
In addition to the daily, periodic, and cross-settlement reports, PracticeWorks provides several other reports you can generate to track accounts and receivables.
Select File > Print > Accounts and Receivables to access the report menu options. Select a report to generate, and then enter your criteria in the window that is displayed.
The following commonly-used reports are included on the accounts and receivable reports menu:
Accounts ReceivableAccounts Receivable
Typically printed as part of the month-end reports, this report can be printed anytime to get a current list of all account balances and credits.
You can set criteria to include only patients with balances of a specific age (current, 30-days, 60-days, 90-days, 120-days), or to include only patients with credit balances.
It can be printed in condensed format which includes only responsible party name and balance information; or the full report to include responsible party contact information, payments, and statement dates.
Adjustment / Comment SummaryAdjustment / Comment Summary
Printed for any date range to show the total dollar amount of adjustments for each adjustment code. This is useful for comparing the production amounts adjusted off for different insurance companies (e.g., Aetna vs. Blue Cross), or to see the amounts adjusted for bad debts and professional courtesies.
The comment summary displays a count of how many times a comment code was posted during the date range. It is helpful for tracking the number of insurance claims filed, as well as the number of statements that were printed.
Collection SummaryCollection Summary
Printed for any date range to show a total amount for each payment type.
The report displays a total for each payment code (patient checks, insurance checks, visa, master card, cash, etc.) and is a simple collection summary which can be submitted to accountants or consultants.