Description
Installment Details Report provides information on the installments in the system. This report displays only those installments with status NEW, ACTIVE and PERIOD_COMPLETE.
Significance
1.Provide the End Date Range as ‘Month-To-Date’ to list the installments ending in the current month.
2. C8 report displays those installments having installment status either NEW, ACTIVE or PERIOD_COMPLETE. These installments have lines with line sub status ‘INSTALLMENT’. Installments with status in PAID, PRE_CLOSURE and INACTIVE do not have their lines in INSTALLMENT sub status and hence will not appear in this report.
3. Provide a patient name to view all installments availed by the patient.(Paid, pre-closed and inactive installments will not be listed).
4. C8 Report has a column to determine whether recurring is enabled for the installment.
Search Filters of C8 Report
Field | Description |
Start Date | Provide Installment Start Date range |
End Date | Provide Installment End Date range |
Last Statement Date | Provide date range for the last statement generated |
Patient | Provide patient name to view installment details of a specific patient |
Installment# | To view results pertaining to 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
Select the icon to download the report as an Excel Spreadsheet and the
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