Report Description:
Similar to the Debtor’s List report in EXACT, this report shows patients with outstanding debit or credit balances as of a particular date in time.
A separate section is shown for each selected practice, with the set of patients who have outstanding balances at the as of date chosen for the report.
For each practice, the following fields are shown:
Patient Code |
The patient’s code |
Patient Name |
The patient’s full name (surname, first name format) |
Last Statement Date |
The most recent date on or before the as of date on which a patient statement was printed |
Stop Credit |
Shows a ‘*’ (asterisk) character if the ‘Stop Credit’ checkbox is ticked in EXACT for this patient |
Total |
The total of all statement transactions occurring before the as of date |
Current |
The total of all statement transactions occurring less than 30 days before the as of date |
30 days |
The total of all statement transactions occurring between 30 and 59 days before the as of date |
60 days |
The total of all statement transactions occurring between 30 and 89 days before the as of date |
90 days |
The total of all statement transactions occurring 90 days or more before the as of date |
Report Parameters:
As Of Date |
The start date in the date range selector is used as the report ‘as of’ date. |
Practices |
allows selection of all or specific practices within the practice group. |
Dentist |
Allow selection of all or specific dentists (providers). |
Show balance type(s) |
Selecting Debit will only show patients with debit balances for the as of date, i.e. who owe money to the practice. Selecting Credit will only show patients who have prepaid, i.e. who have credit balances for the as of date. Selecting All will show patients with either Debit or Credit balances for the as of date. |