This Unearned Income Report shows families with patients that have unearned income payments collected and no unallocated procedures.

In Unearned Income Reports, click the Net Unearned Income tab.

Patients on this report have a net unearned income balance. Patients need to have treatment scheduled to allocate the payment, a refund should be issued, or payment may need to be allocated to an existing adjustment (e.g., Billing Charge or Finance Charge).

Filters

Set report criteria before running the report.

Exclude families with a net $0.00 unearned income balance: Determines if patients where the net unearned income balance is $0.00 are included in the report.

• Checked: Remove patients with no current unearned income from the report.
• Unchecked: Do not exclude patients with a net $0.00 unearned income balance.

Unearned Types: Select the unearned types to include. Check All to include all unearned types. Unearned types can be set up in Definitions: PaySplit Unearned Types.

Providers: Select to providers to include in the report. Filters by patient's primary provider. Ctrl + click to select multiple or check All to include all providers, including those marked Hidden on Reports.

Clinics: Select clinics to include in the report. Ctrl + click to select multiple clinics or check All (includes hidden) to include all clinics, including those marked hidden.

• Filters by patient's assigned clinic.
• If user is restricted to specific clinics, only accessible clinics will list. When checking All (includes hidden), results will include all clinics user has access to, including those marked hidden, and anything unassigned to a clinic; results do not include clinics user is restricted from.

Report Preview

Click OK to generate the report. Below is an example of the report and explanation of the report columns. For a description of toolbar buttons, see Complex Report System.

• Patient: First name and last name of patient attached to unearned income.
• Guarantor: First name and last name of family guarantor of the associated patient.
• Unearned Amt: Unearend income total associated with the patient. If filtered by type, this is the total of the selected Unearned Types only.
• Fam Bal: Total outstanding family balance. This includes all outstanding insurance estimates and patient portions.