The Aging Report lists guarantors with outstanding balances, along with their contact information.
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Why: |
To identify guarantors with outstanding balances so they can be targeted for collections. |
When: |
Monthly. |
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In the Office Manager, from the Reports menu, point to Ledger, and then click Aging Report. Ensure Standard Aging is selected, and then click OK. For step-by-step instructions on how to run this report, see the Dentrix Help (in any Dentrix module, from the Help menu, click Contents).
A. Guarantor Details – The name, phone number, billing type, and last payment of each guarantor.
B. Balances – The guarantor’s aged balances.
C. Totals – The combined totals of aged balances listed on the report. Use aged balance totals to quickly ensure the practice is current on collection efforts.
