Unearned Allocation Report
This Unearned Income Report shows all families where one or more patients have unearned income with subsequent completed procedures.
These patients may need to have their Unearned / Unallocated Income allocated to procedures
Select the Unearned Types to include or check All. Prepayment is the default. Set up additional unearned types in Definitions: PaySplit Unearned Types.
Check Exclude families with a net $0.00 unearned income balance if desired.
Filter Providers and Clinics or check All.
Click OK to generate the report.
This report shows families with patients that have unearned income payments collected and no unallocated procedures. To account for this unearned income, these patients need to have an appointment scheduled to allocate the payment, or have a refund issued.
This report shows details for all unearned income in a selected date range. The default date range is the previous month.
This report shows a list of all accounts, by guarantor, that have unearned income regardless of any pending work. This helps identify prepayments that have not been allocated.