Running Account Reports

You can run reports that generate lists of each account associated with your practice by:

Guarantor Name
Identification number

The account-related reports are available from the Reports menu. In addition to the reports provided with the software, you can run user-selected reports based on criteria that you define.

You can run reports and labels that list accounts:

Alphabetically
By account ID
By zip code

You can also run reports to:

See which accounts are insured
See which accounts are uninsured