Net Unearned Income Report

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 need to have treatment scheduled to allocate the payment or have a refund issued.

Note: To determine user access to these reports, see Report Setup: Security Permissions. The Unearned Income reports use the Complex Report System.

Select the Unearned Types to include or check All. Set up additional unearned types in Definitions: PaySplit Unearned Types.

(Optional) Check Exclude families with a net $0.00 unearned income balance.

Filter Providers and Clinics or check All, which includes hidden clinics. This limits results to guarantors with a specific primary provider and assigned clinic.

Click OK to generate the report.