Patient Case Credit Report

This report will allow you to create a report by Case Type & Status as well as show you Credits and/or Balances

In your main toolbar, go to Reports>Patient Case Credit:

Now, hit Next to select Default filters: All Case Types, All Case Status & Show cases with Credits(we will discuss these filters below):

Filters

Listed first, you will see Case Types. These are the Case Types that are in Patient Files>Case>Case Type. You should be seeing the full list of Case Types that have been added to your Software, these are also listed in Admin>List Manager>In dropdown select Case Types:

Uncheck the All Case Types Box to choose a specific Case Type. To select more than one, simply click to highlight each selection:

 

Next, you will see Case Status: Active, Pending Settlement & Closed. Keep the All Case Status Box selected to select All:

Uncheck the All Case Status Box to be more specific. To select more than one, click to highlight each selection : 

 

Now, choose the appropriate box depending on what you are wanting to see. To select both, simply select both boxes.

Choices are Show cases with credits & Show cases with balance:

 

Hit Next when done:

Select OK to move forward after reviewing the message:

This is how the report displays with my filters. The amounts in (0.00) are Credits. :

To Download/Print a Report

All reports will display a toolbar at the top of the page when generated.

You will be able to Print and Export the document. You will see the Red Circle is highlighting the Print button and the Red Arrow is pointing to the Export options. X=Excel, A=Adobe and W=Word.

ALL SET!!

- Support Information -

 If you have any questions or need assistance with this process please contact Support by:

Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side), click the green 'Support' box in bottom right of screen.

***This has the fastest response time***

Phone: [phone]

Email: [e-mail]

Business hours: Monday-Friday, 8:00am-6:00pm CST