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Accounting/Financial Report - Accounts By Financial Status

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:

Filters
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  • 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.
Results

Unexpanded
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  • 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.
Expanded
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  • 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.
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