Alphabetic Delinquent Accounts Report

With the Alphabetic Delinquent Accounts Report function, you can generate a report that provides a detailed aging of delinquent account balances that is sorted alphabetically by the guarantor's last name.

Data Field Information
Prompt Response Req Len
Begin with Name Type the name/number you want to start with or leave blank to start with the first account with a balance owing.   5
End with Name Type the name/number you want to end with or leave blank to end with the last account with a balance owing.   5
Include Address Information If you want the report to print the guarantor's address information, select this check box.   1
For Balances older than (days) Select the sorting option you want when printing the report. 3
And Balances not older than (days) Select the sorting option you want when printing the report.   3
No Payment since what date Type the date you want or click the calendar icon to select a date.   10
For Balances Greater than $ Type the amount you want or leave the text box blank to include all accounts.   10
Print Transaction Detail If you want all the transaction detail to print, select this check box. 1
Include Insurance Balances If you want the report to list the insurance balance separately, select this check box. 1
Include Patient Balances If you want the report to list the patient balance separately, select this check box. 1
Acct Date or Patient Aging Select the aging option you want when printing the report. 1

Sample Report
The information included on the report is: account number, guarantor name, date of last payment (broken down by 'P'atient and 'I'nsurance if selected), the total balance due on the account and the aging of that balance. The patient's name (if different than guarantor), the guarantor's phone number, and the date of the last visit will print beneath the guarantor's name along with any Report comment stored in the patient's Billing Information. Then the address information and transaction detail with the patient name will print if you select to include them. The last page of the report will print the summary information which includes: the total balances for all the accounts (broken down by 'P'atient and 'I'nsurance if selected), the aging breakdown of the balances, grand totals, and the percentage each aging category represents of the total balance owing.