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.

Filters

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: Filter the report by provider. Check All to include all providers, including those that are hidden.

Clinics: Select the clinics to include. Check All to include all clinics, including those that are hidden. The report is grouped by clinic.

Report Preview

Click OK to generate a print preview of the report. The following is an example of the report and explanation of the report columns.

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

If using Clinics, the report is grouped by clinic with totals for each clinic at the end of the report.

Report columns: