Monthly Reports

The following table lists the recommended end-of-month reports that you should run. Although recommended as monthly reports, these can be run at any time.

These reports are not required to “close out” the month.

Name and Path	Description
Accountant's Earnings Report Reports > Accounting > Accountant’s Earnings	• Shows a breakdown of all transaction codes posted. • Calculates net collections, net productions, net charges, tax, and expected income.
Account Aging Reports > Accounting > Account Aging	• Shows ending receivables totals. • Identifies overdue accounts. • Lists all accounts that have an aged balance over a specified amount. • List can be sent to the Contact Expert.
Insurance Payment Distribution Reports > Accounting > Insurance Payment Distribution	• Lists all patients covered by insurance payments for the specified date range.
Receivables Breakdown Reports > Practice Management > Receivables Reports > Breakdown	• Lists monthly or yearly breakdown of receivables totals for the practice.
Transactions for a Period Reports > Accounting > Trans for a Period	• Details all transactions posted during a specified period and summarizes transactions by provider.
Monthly Register Reports > Accounting > Registers > Monthly	• Summarizes the number of patients seen, number of new patients, production, and collection amounts for the month.

To view a printable job aid that lists the reports you should run at the end of the month, see Monthly Reports.