Payment Plans Report
This report lists guarantors who owe money on Patient Payment Plans and the total amounts owed. It is often used with the Aging of Accounts Receivable (A/R) Report to determine which patients owe the office money.
Date Range: To limit the report to plans created in a date range:
If you uncheck the Limit to Plans Created in Date Range box, the report will show all plans, regardless of date.
Payment Plan Types: Select which types of payment plans to include:
Hide Completed Payment Plans: Check this box to exclude closed payment plans from the report.
Show Family Balance: Check this box to show each guarantor's total family balance.
Providers: Highlight the providers to include. Click All to select all providers.
Clinics: Select the clinics to include. Click All to select all clinics. The report will be grouped by clinic.
For a description of toolbar buttons, see Complex Report System.