C1. New Call Report

New Recall Report shows the recalls created in the system. For every patient for whom recalls are created, the report highlights the recall details like Initiation date, Due date, Created User, Assigned to, Reminder status, Review date, Reviewed By, etc. along with the patient details. To view the report, provide the Due Date and/or  Initial […]

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C3. Patient Statement Summary Report

Patient Statement summary report summarizes all Patient Statements generated within the provided date range. To generate the report, follow the below-given steps. 1. Select the Statement Dates From and To, Patient, Statement #, and the Report Type to filter down the search results for the report. It is also possible to view statements generated within […]

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C4. Generate Patient Pre-Collection Letter

Pre-collection and collection refer to the actions undertaken for a patient statement for which no response has been received from the patient/guarantor even after sending the statement for a fixed number of times. No-response patient statements are first sent to pre-collections. Pre-Collection letters are sent for a fixed number of times. If the response is […]

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C6. Patients Detail Report

Select the from and to Creation Dates, from and to Patient Scheduled Date, from and to dates on which the patient has not been scheduled, from and to DOB, from and to Birth Month, Referral Source, Patient, Gender, Acc. Type. Also Show Patient Exempt From Sending Statement and Include Inactive statements by selecting the options […]

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C7. Patient Charges / Payments History Report

Select the Patient, Case#, from and to DOS. Choose whether to generate a detailed report or the Summary/ UB04. Click on Search to generate the report. Click on the  icon to download the report as an excel Spreadsheet and the  icon to download the report as PDF. Sample Excel Report Sample PDF Report

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C8. Installment Detailed Report

Select the from and to Start Dates, End Dates, Last Statement Dates, Patient, and Installment Status (NEW/ ACTIVE/ PAID_CLOSED). Enter Installment#. Click on Search to continue. Select the  icon to download the report as an Excel Spreadsheet and the  icon to download the report as PDF. Sample Excel Report Sample PDF Report

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C9. Installment Statement Summary Report

Choose the from and to Last Statement Dates, Patient, and Installment# to generate the search results. Click on Search to continue. Click on the  icon to download the report as an Excel Spreadsheet. Select any of the statements from the result, choose the letter to be generated and click on Print Letter option at the bottom.

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C10. Generate Patients In Collections List

Pre-collection and collection refer to the actions undertaken for a patient statement for which no response has been received from the patient/guarantor even after sending the statement for a fixed number of times. No-response patient statements are first sent to pre-collections. Pre-Collection letters are sent for a fixed number of times. If the response is […]

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C11. Patient Collection Report

Select the from and to Acct. Dates, and the Patient. Click on Search to continue. Click on the  icon to download the report as an Excel Spreadsheet and the  icon to download the report as PDF. Sample Excel Report Sample PDF Report

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