Description

This report lists all patients with an installment plan ( payment plan) added to the system.

Note: C8 report displays only those installments with status NEW, ACTIVE and PERIOD_COMPLETE.

Significance

1. 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.

2. 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 availed by the patient.(Paid, pre-closed and inactive installments will not be listed).

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  icon to download the report as PDF.