Running the Costs versus Statement Summary Report

This report lists all courses of treatment with details of the cost of treatment and the amount invoiced.

To run the Costs versus Statement Summary Report:

1. Select Administration > Reports > Costs versus Statement Summary:

   

2. The Sort By field has the following options:

   

3. The From and To patient fields will default to the first and last patients in the database, and are used to select other than all patients if required for the report.
4. Alternatively a specific query can be selected in the Select Patients field.
5. Select Provider/s.
   Leave the Provider field blank to include all Providers.
   Use the Selector button to select and report on an individual provider.
   Use the Multiple button to select and report on a combination of Providers.
6. The As At date will default to the current date. Change if required.
7. If enabled in Print Setup you can select the number of copies and the printer.
8. Click one of the following buttons:
   Print to send the report to the printer,
   Preview to preview on screen and then print from the ‘Preview’ screen,
   Cancel to return to the previous screen.

The report will include:

• Patient’s first and last name
• Patient’s Code
• Patient’s work phone number if listed
• Patient’s home phone number if listed
• The total charges for the Course Of Treatment
• The amount invoiced
• The difference between the cost of treatment and the amount invoiced.