Budget Planning > Running Budget Plan Reports

Running the Patient Budget Plan Report

The Patient Budget Plan report generates a list of patients with budget plans. The report includes the patient's ID number; name and address; and specific budget plan information, such as cash price, down payment, monthly payment, and so on.

Sample Report

To run the Patient Budget Plan report:

1. Select Reports > Accounting > Budget Plan Reports > Patient. The Output Options window is displayed.

2. Select the output option and click OK. The Patient Budget Plan Report window is displayed.

3. Select an option:

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

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

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

4. Click OK.