This report identifies any patients who have received treatment out of proportion to the amount of money paid thus far under their instalment plan, so that a practice can revise the plan if required.
To run the Costs Exceed Invoices report:
Select Administration > Reports > COT Costs Exceed Invoices to display the report dialogue:
Select the parameters for this report.
Providers: Leaving the Provider(s) field empty will print a report for the entire practice, or you can specify one or more providers from the list by using the button.
Multiple button: Click this button if you want to select a combination of Providers. It opens a Select Providers window:
Include full COT details: Check (tick) to include full COT details in the report.
Click one of the following buttons: Print button to send the report to the printer, Preview button to preview on screen and then print from the ‘Preview’ screen, Email button to Email to specified recipient/s, Cancel button to return to the previous screen.
The example below shows the summary page of a Costs Exceed Invoices report for all providers at the practice, with the Include full COT details option selected.
This section of the report includes:
Patient’s name
Payment Plan number
Total cost of all planned treatment
The total amount of invoices issued to date
The difference between the cost of treatment provided so far under the plan and the amount invoiced
button.
