Unearned Allocation Report
This Unearned Income Report shows all families where one or more patients have Unearned / Unallocated Income with subsequent completed procedures. These patients may need to have their unearned income allocated to procedures
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.