Patient List by top paying invoices


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.


  • 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

  1. Go to Location Management > Reports tab

  2. Open Patient List by Top Paying Invoices report

    1. Location: Select the Location, if applicable

    2. Date: Select the period of payments received to base this report on

    3. Provider: Select the Provider or <All> to base the report on

    4. Show inactive Providers as well: Tick to include Providers made inactive

    5. Family View: Select to group payments by families

    6. Individual View: Select to show payments per individual patient

    7. Show top: Select between 10 - 500 patients to show on the report

    8. More: Click if the report should be based on Insurance Funds of the Patients

      1. Select the Funds to base this report on, or select and tick Exclude Selected Plans to not include them

    9. Click OK                                                                                                                


Report Details


The full name and Card Number of the Patient.


The total amount received for completed treatment for the Patient.


The Provider(s) of completed treatment which payments were allocated to.


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