The Accounts by Financial Status Report displays accounts on which a Financial Status has been set within the Account tab of the Patients ability.
This documentation contains the following sections:
- Providers: Filters the report by the Provider to which the patient with a Financial Status is associated.
- Offices: Filters the report by the Office to which the patient with a Financial Status is associated.
- Financial Statuses: Filters the report by the Financial Status applied to the patient.
- Include archived and deleted patients' accounts: Includes archived and deleted patients' accounts with a Financial Status applied.
- Include accounts with zero balances: Includes accounts with a Financial Status applied and a zero balance.
- Include the Last Payment Date and Amount: Includes the Last Payment Date and Amount columns within the report results.
- Account #: The account number of the account result with a Financial Status.
- Primary Last, First: The first and last name of the primary of the account result with a Financial Status.
- Statement Status: The Statement Status of the account result with a Financial Status.
- Finance Charge: If the account is set to be exempt, it will say so here.
- Account Balance: The Account Balance of the account result with a Financial Status.
- Financial Status: The Financial Status of the account result.
- Days Overdue: The number of days which the account is overdue.
- Statement Message: The Statement Message applied to the account result with a Financial Status.
- Posted Date: The date on which the charge was posted.
- Patient Last, First: The first and last name of the patient with the charge.
- Code: The code of the posted charge.
- Description: The description of the code that was charged.
- Days Overdue: The number of the days which the charge is overdue.
- Balance Due: The balance amount due for the charge.