Collections Report

With the Collections Report, you can assign patients with billing cycle three to cycle four and print a list of patients in collections.

To run the Collections Report

1.   From the Report menu, click Collections.

The Collection Agency Report - Choose Options - Click OK dialog box appears.

2.   Select Print List of Patients Assigned to generate a list of patients assigned to collections.

3.   Set up how you want to filter the reports using the standard filter tabs.

4.   Click the Assign To Collections tab and check any patient listed, whose account is overdue, that you want to be assigned to billing cycle four.

5.   Select Include Inactive Patients to include inactive patients on the report.

6.   Click OK to generate a print preview of the report and change billing cycles.

 

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