Generating the Front Office Patient AR Reconciliation Report

The Patient AR Reconciliation Report lists net accounts receivable (AR) by date. The reports lists all of the transactions from each office you select. You can also print a summary report which lists totals by office only. For information on using this report to reconcile your monthly transactions, go to Understanding Key Financial Reports in Eyefinity Practice Management

What do you want to do?

  1. Click Reporting and select Standard Reports.
  2. Click Accounting Reports.
  3. Click Front Office Patient AR Reconciliation.
  4. Select the appropriate date criteria.
  5. Select By Date Range to enter a date range to print, or select dates from the calendar.
  6. Select By Month & Year and enter the month and year, or click the Calendar button to select the date.
  7. Select one or more Office(s) to include on the report.
  8. To print the summary report instead of the detail report, select Show Patient AR Summary.
  9. Click Generate Report.

    The report opens in a new window. For detailed information on the data included on the report, go to Front Office Patient AR Reconciliation Report.

    If the report does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups

To export the report, perform one of the following steps:

  • Click Export to PDF to open the report as a PDF file.
  • Click Export to Excel to open the report as an Excel spreadsheet.