Billing and Receivables > Using Billing and Receivables Reports > Running Receivables Reports
The Receivables Summary report generates a list of prior receivables, the change in receivables, and new receivables for the current date, month-to-date, and year-to-date.
To generate the Receivables Summary report:
Select Reports > Practice Management > Receivables Reports > Summary. The Output Options window is displayed.
Select the output option and click OK. The Receivables Summary Report Setup window is displayed.
Type the last date on which to summarize receivables in the Summarize Receivables Through field.
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.
To include the average production figures in the report results, select Include Average Production Figures.
Click OK.