Collections Eligible Patients Report in Reports Module

What’s New

• New Report Availability:
  • Appears only when practice setting for collections is turned ON.
  • Accessible based on user role/permissions.
• Search Filters:
  • First Name
  • Last Name
  • Account Number
  • Location
  • DOS (Date of Service) Range
  • Balance Range
  • Aging By: Selectable between Date of Service or Billed Date
• Report Options (Checkboxes):
  • Display Eligibility Criteria: Shows logic/criteria for inclusion.
  • Display Search Criteria: Displays filter parameters used to generate the report.
  • Print Summary Report:
    • Outputs a simplified version with:
      • Account Number
      • Patient Name
      • Balance ($): Total across all appointments

Business Value:

• Provides a focused, actionable list of patients for collections workflow.
• Enhances account recovery efficiency for billing teams.
• Allows flexibility with detailed vs. summarized output, ensuring usability for both print and review.
• Supports compliance and control through role-based access.