Performing End-of-Month Procedures > Printing Monthly Reports

Printing Aged Receivables Reports

The Aged Receivables report lists all patients with balances that meet selected criteria. As the primary tool for collection efforts, this report can be generated for a wide range of criteria and categories.

• Beginning in WinOMS version 9.3, you can select an Office Type: Regular or Service. This enables you to generate the report for charges from a service office instead of the patient's default office.

To see a sample report, click here.

To print an Aged Receivables report:

1. Select Reports > Financial > Aged Receivables Report. The Report Criteria fields are displayed.

2. Enter the criteria for the receivables to include.

3. Select formatting, grouping, and sorting options, and select the remaining criteria.

4. Click Generate Report.