Reports
Reports can be run from Appointments or Financial. Financial reports are added to accounts and customized, so please ask if you do not see a report you need. Here is a list of reports added to accounts:
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Insurance Aging by Claim – Prints insurance claims that have not been paid. Aging is by encounter date.
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Patient Refunds
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Patient Aging
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AR Detail
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Payments by Provider
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CPT Summary
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CPT Detail
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Unposted Payments
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Payments Outstanding
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Month End