Finance Charge Report

The Finance Charge Report lists the finance charges the practice has issued for a selected date or date range.

	Why:	To keep a record of the finance charges the practice issues each month, and to ensure finance charges are not duplicated.
	When:	Monthly.

How do I run the Finance Charge Report?

In the Office Manager from the Reports menu, point to Management, and then click Finance Charge Report. For step-by-step instructions on how to run this report, see the Dentrix Help (in the Office Manager from the Help menu, click Contents).

What information does this report provide?

A.   Guarantor Name – The guarantor to whom a finance charge has been applied.

Note: Finance charges are applied to the guarantor of an account—not the patient.

B.   Amount – The finance charge amount.

C.   Total Finance Charges – The total value of finance charges issued during the date range of the report.