Budget Account Report Instructions

Use the Budget Account Report Instructions to see which patients are on a budget plan and have not made their scheduled payment.  The Date of Last Payment determines if the patient has made their payment.  While you can run this report at any time, you may find it helpful to run it periodically especially during collection efforts.  You can run the report daily to get a list of delinquent accounts due for budget payments that you want to contact and remind of their financial obligation.

Tips:

• For more information about running reports, see Print View.

• For more information about the buttons on the toolbar, see the Reporting Toolbar.

Directions:

To see directions for...

• Opening the Budget Account Report, click More.

   

  1.  Click Reports from the Menu Bar.

  2.  Click Operating Reports.

  3.  Click Budget Account Report.

   

  Budget Account Report Window Example:

  

   

• Choosing the Selections at the Prompt Window, click More.

   

  Budget Account Report Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Select	To select the type of report to run, click a choice in the drop-down list. Select Choices: Delinquent Accounts Only All Budget Accounts
  Include Zero Balances	To include zero balances, click to select this box. To omit zero balance accounts, de-select this box. Note:  This field is only active if you select Delinquent Accounts Only.
  Sort By:	To select the sort method for the report, click a choice. Sort By Options: Account Number Guarantor Name Days Delinquent
  Number of Copies	Enter the Number of Copies for the printed report. (1-99)
  	Displays the default printer number.  For more information, see Printing Options.
  	To generate the report, click Print or press [ENTER]. Keyboard shortcut:  [ALT + p]
  	To escape from the print routine, click Cancel. Keyboard shortcut:  [ALT + c]

   

• Report Sample(s), click More.

   

  To see an example of the report, click Budget Account Report Sample.