Description

C3 report lists all historical statements/precollection/collections files/letters with their generated date, and balance, and with the option to preview the statement and to regenerate to CSV or PDF file.

Significance

1. C3 report can be used to regenerate the statements. Check the box and click either “Generate CSV”  or “Print Statement”.

2. C3 report can be used to find out the history of all statements generated in the past such as who generated the statements and when, what kind of statements were generated (PDF, e-statement, etc.) whether SMS and emails were sent or not, etc.

Utility

1. Use C3 report to view patients in the Collection and Pre-Collections statuses. Select Report Type as ‘COLLECTION’ to view patients in Collections and select ‘PRE-COLLECTION’ to view patients in pre-collections.

2. MR# column in the report result is a link to Patient demographics Screen.

Search filters of the C3 report

Field Description
Statement Date Provide date ranges in which the statements were generated
Patient Provide patient name to search for statements to a specific patient
Statement # To search by statement number
Report type Select patient statement/ pre-collection/collection according to what report needs to be generated

Search screen of C3 report

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Sample C3 Report

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Click on the  icon to view the report as an Excel spreadsheet.