Description
This report lists all patients with an installment plan (payment plan) added to the system.
Significance
1. The C8 report displays those installments with an installment status of either NEW, ACTIVE, or PERIOD_COMPLETE. These installments have lines with the sub-status INSTALLMENT. Installments with statuses in PAID, PRE_CLOSURE, and INACTIVE do not have their lines in the INSTALLMENT sub-status and hence will not appear in this report.
2. The C8 Report has a column to determine whether recurring is enabled for the installment.
Utility
1. Provide the end date range as Month-To-Date to list the installments ending in the current month.
2. Provide a patient name to view all installments received by the patient. (Paid, pre-closed, and inactive installments will not be listed.).
Search Filters of C8 Report
| Field | Description |
| Start Date | Provide an installment start Date range |
| End Date | Provide an installment end date range |
| Last Statement Date | Provide the date range for the last statement generated. |
| Patient | Provide patient name to view installment details of a specific patient |
| Installment# | To view results of a specific installment |
| Installment status | To view installments in a specific status, select one from the installment status drop-down |
Search Screen of C8 Report
Sample C8 Report
Possible Outputs of C8 Report
| Output | Download and View Sample |
| Excel |  |
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