The Budget Plans report is a report of all information contained in the budget plans on your system. You can use this report to monitor your overdue accounts to ensure that they pay their budget plan agreements on schedule.

The Find Check Number report lists the payments made by check to your facility. Use this report as a record of the check payments made to your facility. You can also use this report to find whether a check was posted to the wrong account.

The Complete Family History is a chronological listing of accounts receivable activity for an entire family or account. It can be given to a responsible party or patient for tax purposes, or printed as a permanent backup of your files. This report is produced for a single or range of responsible parties and dates. For each responsible party, the patient’s name and transaction information is given, followed by the family’s current account balance. Due to the amount of information reported, the Complete Family History takes significant time to print.

The Patient Listing is similar to the Responsible Party Listing except that it reports demographic information for each patient in your practice. It can be used for reference, research, or as a paper backup of your patient files. This report lists the patient’s chart number, full name and address, relationship to the responsible party, as well as other pertinent information about each patient. As your practice grows, keep in mind that the Patient Listing will become very lengthy and take a great deal of time to print.

The Responsible Party Listing maintains a record of demographic information about each responsible party in your practice. It can be used for reference, to research questionable accounts, or as a backup for disaster recovery. In addition to account number and name, this report lists the current account balance (family and insurance responsible) as well as patients associated with each responsible party. Other relevant information is also printed. As your practice grows, keep in mind that the Responsible Party Listing will become very lengthy and take a great deal of time to print.

The Subscriber List By Carrier report lists each subscriber in your practice sorted by carrier and the patients covered under each subscriber. Use this report to audit membership lists in various plans, to evaluate managed care contracts, or to aid in disaster recovery. You can quickly spot required patient coverage information missing for specific carriers as all patient coverage information appears on this report. Other patient information such as sex code, date of birth, age, and attending provider print in the patient detail section of the report to further assist in evaluating your current patient base. As your practice grows, keep in mind that the Subscriber List By Carrier report will become very lengthy and take a great deal of time to print.