Payment Plans Report

Run the Payment Plans report to view a list of payment plans by guarantor that can be filtered.

In Standard Reports, in the Monthly section, click Payment Plans.

This report is often used with the Aging of Accounts Receivable (A/R) Report to determine which patients owe the office money.

To control user access to this report, see Report Setup: Security Permissions.


Date Range: To limit the report to plans created in a date range:

Payment Plan Types: Select which types of payment plans to include:

Hide Completed Payment Plans: Check to exclude closed payment plans from the report.

Show Family Balance: Check to include Fam Balance column in the report. Shows payment plan guarantor's 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, including those that are hidden. The report is grouped by clinic.

Report Preview

After setting the report filters, click OK to launch a print preview of the report results. Below is an example of the report and descriptions of each column of the report.

For a description of toolbar buttons, see Complex Report System.