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Payments Due from Payment Plan

 

 

Reports > Financial Reports > Payments Due from Payment Plan

 

Find Payments Between: Enter a date range to search for payments due and/or payments made between the dates entered.

Doctor: Select the doctor using the look up folder or type ALL to pull payments due for all doctors.

Show Authorized for Credit Card Billing Only: Check this option to pull a list of payments due only for patients who have given you permission to use their credit card.

NOTE: You can set up individual patients who authorize you to use their credit card in Patient Information, in the Misc tab.

Show ones with Payments Due Only: Check this box to only pull payments that are due. If you leave this box unchecked you will see all payments made and payments due for patient on payment plans.

Click Go to generate the report.

Reports > Financial Reports > Payments Due from Payment Plan > Sample Report Format