Statement Analysis

Description

The Statement Analysis report is an Advanced Report which shows the unsent statements in the system as well as the last print date for a statement. Breaks it down in 1-30, 31-60, 61-90 and Over 90 days columns. There is a total column and the due date for each individual patient is listed if the patient has a due date set.

This report shows all patients who have a balance who should be sent a statement, similarly to the Statements screen in the billing dashboard. The graph shows where the majority of your outstanding balance is by aging.

Views

This report has two views:

  • Table - The top of the report shows a table listing all patients who have not been sent a statement recently. The table has the following headers: Account Number, Patient Name, Cycle Start Date, 0 to 30, 31 to 60, 61 to 90, Over 90, Total, Due Date and Last Sent statement date. The bottom row of the table totals the number of accounts, the dollar amount in each date range, and the total dollar amount due.
  • Graph - The bottom of the report shows a line graph displaying the balance due by age. The Y axis is the dollar amount. The X axis is the different aging ranges of 0 to 30, 31 to 60, 61 to 90, and Over 90.

Filters

This report has one filter:

  • Run Date - The date the report is generated. This will default to today's date and will generate numbers based on the days back from today's date.

Sample Report

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