Receivables Status Report

  • Created:
  • / Author: nebras-dentalore

Introduction
Receivables Status Report:

  1. Displays the patients and Insurance receivables (Balance) through different periods of time.
  2. Data displayed in report are for all clinics’ branches (Per Clinic).

 (Receivables Status) report could be accessed from:

  • Analytics >> Admin >> Receivables Status

Filtration
No filtration available in this report.

Content
Patient and Insurance balances all over the clinic (All branches) are displayed for Planned, In Progress, and Completed procedures for each of the existing time period, that in:

  • Today
    – Patients Outstanding = Patients balance from clinic Starting date till Today.
    – Insurance Outstanding = Insurance Companies balance from clinic Starting date till Today.
  • 3 Months
    – Patients Outstanding = Patients Balance from clinic starting till (Today – 3 Months ago).
    – Insurance Outstanding = Insurance Companies balance from clinic Starting date till (Today – 3 Months ago).
  • 6 Months
    – Patients Outstanding = Patients Balance from clinic starting till (Today – 6 Months ago).
    – Insurance Outstanding = Insurance Companies balance from clinic Starting date till (Today – 6 Months ago).
  • 9 Months
    – Patients Outstanding = Patients Balance from clinic starting till (Today – 9 Months ago).
    – Insurance Outstanding = Insurance Companies balance from clinic Starting date till (Today – 9 Months ago).
  • 12 Months
    – Patients Outstanding = Patients Balance from clinic starting till (Today – 12 Months ago).
    – Insurance Outstanding = Insurance Companies balance from clinic Starting date till (Today – 12 Months ago).

Total Patient balance and Total Insurance balance (Data) are displayed in 2 formats table and graph within the date ranges (Today, 3 Months, 6 Months, 9 Months, and 12 Months) in which the values displayed in each works as follow:

  • Today
    -> Today Balance = Fees of (Planned, In Progress, and Completed) Procedures – Actual Payment (+-) Adjustment.
  • 3 Months
    -> Outstanding 3 Months Balance = Fees of (Planned, In Progress, and Completed) Procedures – Actual Payment (+-) Adjustment; Before 3 months from today.

>> Note that the Actual Payment and Adjustment transactions are taken in consideration depending on their creation date if it’s within the date range or not.

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