Billing and Receivables > Using Billing and Receivables Reports > Running Receivables Reports
The Receivables Ratio report generates the receivables totals for the previous 12 months and calculates a monthly average for three-month periods.
To generate the Receivables Ratio report:
Select Reports > Practice Management > Receivables Reports > Ratio. The Output Options window is displayed.
Select the output option and click OK. The Receivables Ratio Report Setup window is displayed.
To generate the report for a specific provider, select the provider’s identification number from the Providers field, or accept the default of 999 to include information for all providers.
Click OK.
Additional Receivables Ratio Report Information:Additional Receivables Ratio Report Information:
Tips for analyzing report results:
If Ending Receivables is relatively stable and the Production on Books Ratio rises, then production is falling.
If Ending Receivables is rising and the Production On Books Ratio is stable, then production is rising proportionately.
If Ending Receivables is falling and the Production On Books Ratio rises, then production is falling proportionately.
If Ending Receivables is approximately equal to Monthly Avg for the last 3 months, then collections are keeping pace with productions.
If your receivables totals are not correct, the report information will be inaccurate.
The Receivables Ratio report contains the following sections:
Monthly Avg for last 3 months—Net Production$ stored in RCVTOT.DAT file for three-month period, divided by three.
Ending Receivables—Ending balance for the last day of the month for the receivables stored in the RCVTOT.DAT file.
Production On Books Ratio—Ending Receivables divided by Monthly Avg for last 3 months.