Operating Reports Menu

The Operating Reports Menu contains commands used to print a variety of reports that report on the status of your practice's operations including Aged Trial Balances, Collections Report, Clinical Recall Analysis Report and Unpaid Claims Report.

Directions:

To open the Operating Reports Menu, click the following sequence:
Reports from the Menu Bar and Operating Reports.
The table below describes the available options.

Operating Reports Menu Items
Aged Trial Balance	Reports up-to-date aged information on accounts receivables either in general financial categories or with each patient's detail.
Budget Account Report	Reports the patients who are on a budget plan and who have not made their scheduled payment.
Clinical Recall Analysis	Reports clinical information about the patients in your practice.
Collection Report	Reports detailed information of patient accounts who meet the delinquency criteria that you specify.
Unpaid Claims Report	Reports all unpaid insurance claims with detailed information for follow-up purposes.