The Patients List by Top Paying Invoices provides a list of the top paying Patients 10 - 500. The report can be group payments by families and/or individual patients.
Considerations
-
Only receipts that have been allocated to an invoice will be included
-
Deposits are excluded until they are applied to an invoice
-
The report period will filter on the date of a receipt, not the date of the invoice
-
Refunds and Bounced payments will be shown as negative amounts
Run the Report
-
Go to Location Management > Reports tab
-
Open Patient List by Top Paying Invoices report
-
Location: Select the Location, if applicable
-
Date: Select the period of payments received to base this report on
-
Provider: Select the Provider or <All> to base the report on
-
Show inactive Providers as well: Tick to include Providers made inactive
-
Family View: Select to group payments by families
-
Individual View: Select to show payments per individual patient
-
Show top: Select between 10 - 500 patients to show on the report
-
More: Click if the report should be based on Insurance Funds of the Patients
-
Select the Funds to base this report on, or select and tick Exclude Selected Plans to not include them
-
-
Click OK
-
Report Details
Patient |
The full name and Card Number of the Patient. |
Spent |
The total amount received for completed treatment for the Patient. |
Provider |
The Provider(s) of completed treatment which payments were allocated to. |
Comments
Article is closed for comments.