The Provider A/R Totals Report can indicate how effective your collection efforts are. This report displays total accounts receivable, total production, total collections, and a ratio (%) of collections to production. The report can also include unapplied credits. You should run this report and review it with your staff at least once a month (some consultants even suggest running it weekly).
To generate the report
On the Home menu, under Reports, click (or tap) Provider A/R Totals.
The Provider A/R Totals page opens.
On the Provider A/R Totals page, set up the following options:
Locations - The totals for transactions in the selected locations. Do any of the following:
Select the All check box to include totals for transactions in all locations in the organization. Or, clear the check box to not include totals for transactions in any location in the organization.
Select or clear the check box next to the current location name to include or to not include the totals for transactions in that location.
Click (or tap) Select Locations to select or deselect locations.
Note: Only locations that you have access to are available.
Date Range - The date or date range of transactions to include on the report, according to the applied date. Leave the current date selected, or select the desired date (today or a specific date) or date range (previous week, previous month, previous quarter, previous six months, previous calendar year, or a custom range).
Note: A payment, credit adjustment, or unallocated credit that is applied to a charge is included in totals on the report only if that payment or credit was applied within the specified Date Range for the report. Totals on the report do not reflect changes that are made to the payment or credit after the report's date range.
Provider - The provider totals to include on the report. Select whether you want the report to display totals for all providers or a specific provider. Locations and business entities that have been set up as billing providers are also available for selection.
Include Unapplied Credits - Select whether you want the report to display unapplied credits or not.
Click (or tap) Search.
The report appears according to the specified filters.
To print the report, click (or tap) Print.
The report consists of the following sections.