Unearned Allocation Report
In Unearned Income Reports, click Unearned Allocation.
This report shows all families where one or more patients have a prepayment paysplit attached to them with subsequent completed procedures that have a remaining patient portion due.
Show provider column: Determines if Provider Column shows on report.
Exclude families with a net $0.00 unearned income balance: Determines if families where the net unearned income balance is $0.00 are included in the report.
Patients on this report may need to have their Unearned / Prepayments allocated to the listed procedures.
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: Filter report by patients' primary providers. Check All to include all providers.
Clinics: Filter report by patients' assigned clinic. Check All (Includes hidden) to select all clinics, including those that are hidden, and include patients not assigned to a clinic.
Click OK to generate the report.