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Future Due Payment Plan Report

The Future Due Payment Plan Report shows payments that can be expected based on established payment plans. This report includes a range of guarantors, providers, Billing Types, and date ranges you specify. You can also determine whether the report is to be a standard report or a monthly totals report.

To generate the report

1.   In the Reports menu in the Office Manager, point to Ledger, and then click Future Due Payment Plan Report.

The Future Due Payment Plan Report dialog box appears.

2.   Type the Report Date that you want to print on the report. The default is the current date.

3.   Do the following:

·        Select Guarantor - Select the range of guarantors that you want to include. Click the From and To search buttons to select the starting and ending guarantor, respectively, or, leave <ALL> selected in both fields to include all guarantors.

·        Select Provider - Select the range of providers that you want to include. Click the From and the To search buttons to select the starting and ending provider, respectively, or leave <ALL> selected in both fields to include all providers.

·        Select Billing Type - Select the range of billing types that you want to include. Click the From and the To search buttons to select the starting and ending billing type, respectively, or leave <ALL> selected in both fields to include all billing types.

·        Select Date - Type the payment plan date range that you want to search in the From and To fields.

4.   Under Select Report Types, select one or both of the following:

·        Standard Pmt Plan Report - To include information for all payment plans individually.

·        Monthly Totals - To include only the grand totals for the months specified.

5.   Click OK to send the report to the Batch Processor.