Running the Receivables Breakdown Report

The Receivables Breakdown report generates a monthly or yearly breakdown of receivables for your practice.

To generate the Receivables Breakdown report:

  1. Select Reports > Practice Management >Receivables Reports > Breakdown. The Output Options window is displayed.

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

  3. 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.

  4. To generate a yearly breakdown of receivables, select Yearly Breakdown (Blank implies Monthly Breakdown). If this option is not selected, a monthly receivables breakdown is generated.

    Click the drop-down arrow in the Through Date field to select a different date from a calendar.

  5. Click OK.

Additional Receivables Breakdown Report Information:

Sample Report