Budget Planning > Running Ortho Reports

Running the Ortho Insurance Projected Income Report

The Ortho Insurance Projected Income report details the outstanding ortho insurance balance, the number of payments due, the average monthly income generated by outstanding ortho claims, and the expected ortho insurance payments for the next twelve months.

Sample Report

To run the Ortho Insurance Projected Income report:

1. Select Reports > Practice Management > Ortho Insurance > Projected Income. The Output Options window is displayed.

2. Select the output option and click OK. The Orthodontic Report Setup window is displayed.

3. Select an option:

4. To restrict the report to a specific set of patients:Select the starting and ending patient identification numbers from the drop-down lists.

5. To restrict the report to a specific patient user code:Type it in the Include field.

6. To exclude a specific patient user code:Type it in the Exclude field.

7. To include inactive patients in the report:Click the Include Inactive Patients checkbox.

4. Click OK.