How to Print the Accounts Receivable Report

The Accounts Receivable Report displays all non-zero accounts by default.

You can use the filters on the left side panel to refine the list by Account Type (such as All Credit Balance or All Positive Balance) or narrow the list to a specific Doctor.

To print the Accounts Receivable Report:

1. From the Location tab, select Financial > Accounts Receivable. The Accounts Receivable List is displayed.  
   
2. Under Actions, use the Filters to refine the view as needed.
   Note: Accounts that are missing critical information (exceptions) or have discrepancies are marked with an orange icon. Hover your cursor over an alert icon to see what action is needed on the patient account.
   
   -- Click the patient's name to take action.
   -- You can filter the list to include or exclude patients that have the selected Patient Tags assigned to them. For example, you can choose to Exclude Patients With Any of These Tags Selected and select the Collections and Chart Requires Attention Patient Tags. In this case, a patient that has either of these Patient Tags will be excluded from the list. See How to Create and Use Patient Tags for more information.
   -- To generate a list of Accounts with Exceptions, select the Show Only Accounts with Exceptions checkbox in the Actions panel. 
   -- Select the Include Inactive Patients checkbox to include inactive patients in the list.
   Note: Inactive patients are excluded from the list by default. If Include Inactive Patients is selected, inactive patients are displayed in the list with an orange alert icon.
   
3. Click Print Current View. A .PDF version of the list is generated.

Tip: In addition to printing the Accounts Receivable Report, you can also export it to a .CSV file. From the Actions menu, click Export Current View. 

All Credit Balance Reports

Filter the list by All Credit Balance to show only patients that have a negative balance. Generating and printing a list of only the parties with a credit balance helps improve the workflow for issuing refunds. 

• Click on a line item to expand it and display more information.  
  
  The Responsible Party name, address (if this information has been defined), and phone number are listed along with additional information such as the last payment, last appointment, and next appointment.
• Click Print Current View to generate a .PDF file of the list. The responsible party contact information is included in the Responsible Party column.

Sample Report