Creating and Printing Monthly Reports

This topic tells you how to create and print monthly reports, including how

  1. Open the Reports & Statements window. For more information on opening this window, see Opening the Reports & Statements Window.
  2. Click the Monthly tab.
  3. Add or remove reports from the list of reports. For more information on adding and removing reports, see Adding and Removing Reports From Tabs.
  4. Click the Alphabetically or By Category radio button at the bottom of the window to view the list of reports alphabetically or categorically.
  5. Select a report to create and print using one of the following methods:
    • Select the Prt check box next to the report that you want to create and print.
    • Click Select All to select all reports.
    • Click Unselect All to deselect all reports.
  6. Type or select dates from the Date and To boxes and click Set Dates.
    • The date in the Date box is transferred to the reports that have selection dates.

      • The date in the Date box is automatically set to 30 days before the current day. The date in the To box is automatically set to the current day.

  7. Complete the Selections Criteria and Sort Order fields with appropriate information. For more information on completing these fields for the report(s) that you are printing, see the report(s) in the List of Reports .
  8. Select a printer or fax program from the Current Report Printer drop-down menu.
  9. Select a report and click Preview to preview the report. If you do not want to preview reports, go to step 10.

    The Preview Window opens.

  10. Complete one or more of the following tasks:
    • Click the Print Report icon to open the Print window and print the report using the current report printer.
    • Click the Export Report icon to open the Export window and choose a format and destination for your exported report.
    • Close the Preview Window.
  1. Establish a “Beginning Balance” amount using the following instructions:
    1. Create the Patient Aging Summary report for the prior period.
    2. Create the Insurance Aging Summary report for the prior period.
    3. Add the totals from the Patient Aging Summary report and the Insurance Aging Summary report for the prior period.
    4. Create the Accounts Receivable Variance report for the prior period and add this total to the total from step 9c.
  2. Create the Patient Aging Summary report for the current period.
  3. Create the Insurance Aging Summary report for the current period.
  4. Create the Accounts Receivable Variance report for the current period.
  5. Add the totals of the reports you created in steps 2–4; this new total is the “New Adjusted A/R Balance” amount.
  6. Verify the new open A/R balance using the following instructions:
    1. Create the Monthly Production Summary report for the current period.
    2. Add the “Net Change to A/R” amount to the “Beginning Balance.”
    3. Ensure that the total from step 9b is the same as the “New Adjusted A/R Balance” amount.