Outstanding Balances: Reports & Collection Letters

Accounts Receivable Aging Reports show ALL balances owing on account, whether the owing amount is from yesterday or years ago.
TIP! Do NOT change the dates unless generating a report specifically for a business year end. 
 
Private Patient

 
Reports -> A/R (Letters & Reports) Wizard -> Patient Receivables -> [Next] -> *In most cases you will be leaving "All" in following screen -> [Next]
 
1. In most scenarios you will be generating for All Patients, if not, use the search icon/heart for a specific patient.
2. TIP! If you leave all your selections open using <All AR Reports>  it gives you filter options on the next screen. 
3. Keep current date. *NOTE: the only time you will change this is for year end. 
4. Select A/R only (owing). *NOTE: use for collections only as it is NOT a true total of your clinic total balances. 
5. Click [Process AR].
 

Once A/R has been processed you can select the Notice/Report you wish to view & your preference for viewing the Notice/Report by Prac Type/Prac/Patient.  
TIP! View all at once select with 'AR Summary'.  Use '90 Day Notice' for details per patient. 
 To learn how to setup letters click here: A/R (Accounts Receivable) Notice Letter Setup - Patient Collections 

 
Sample: AR Aging -> Summary -> By Practitioner

Third Party

Reports -> A/R (Letters & Reports) Wizard -> Third Party Receivables -> [Next] -> *In most cases you will be leaving "All" in following screen -> [Next] -> Toggle "Yes or No" for payors you wish to view, in most cases it will "Yes" for all -> [Next] -> Select report "Detail or Summary" -> [Process AR].  
TIP! If you leave all your selections open using <all> choices you can filter after processing. 

Once the A/R has been processed the next screen will allow you to select your preference for viewing the report by Payor/Prac/Patient. [Preview] & [Print].
 
Sample: AR Aging -> Summary -> By 3rd Party Payor

 

 

 Email Help@chirosuite.ca or Call toll free at 855.509.1111 

 

Training video's and webinars can be accessed directly through ChiroSUITE!

Help->ChiroSUITE Help Videos 

_______________________________________________________________

Check out our Facebook page for AMAZING weekly tips and tricks!