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
Possible Outputs of C8 Report
Fields In the Excel output of C8 Report
PDF output