SUMMARY:

Arrears reports provide details of outstanding debts, up to and including the 'To:' date specified below, arranged in columns to differentiate the relative ages of the debts (eg 30 days, 60 days, 90 days).

REPORT OUTPUT:

The 'Arrears Detail - Institutional Fees' report provides arrears details specifically for accounts where the debtor is an institution such as an insurance company, solicitor or health fund, and lists each patient's debt on a separate line.

By default, a separate page will be printed for each practitioner, but you may choose to print this as a summary for the whole Practice, by selecting 'No' where it says 'Page per Doctor'.

ADDITIONAL OPTIONS:

An additional option (click the 'Additional' tab below) allows you to print the report for a specific institution.  To do so, select the specific institution from the 'Institution' list.

To Generate an Arrears Detail - Institutional Fees Report

1.      Select Reports > All Reports. The Pracsoft Reports window appears.

2.      Within the Report Type section, select Arrears.

3.      Within the Report Name section, select Arrears Detail - Institutional Fees.

4.      Select the Common tab:

o      Indicate whether you want to specify a 'From' date, by ticking/un-ticking the associated check box. If you chose to specify a From date, enter the date now.

o      Enter a 'To' date.

o      Indicate whether results for each practitioner will be printed on separate pages.

o      Indicate which practitioner/s and location/s you wish to limit the report to.

5.      Select the Additional tab:

o      Indicate if you wish to compile the report for all institutions or a specific institution via the Institution drop-down list.

6.      Click Print when you are ready to proceed.