Open Credit Report by Billing Group

With the Open Credit Report by Billing Group function, you can generate a report that is sorted by responsible doctor and lists all the charges, payments, and credit adjustments that have open credits (unallocated amounts) that have not been applied towards other transactions.

Data Field Information
Prompt Response Req Len
Begin with Billing Group Type the code you want to start with or leave the text box blank to start with the first code in the table.   5
End with Billing Group Type the code you want to end with or leave the text box blank to end with the last code in the table.   5
Print Detail of Guarantors If you want to print the individual detail of the guarantors, select this check box.   1
Alpha or Numeric If you selected to print detail of guarantors - select the sorting option you want.   1
Include Address Information If you selected to print detail of guarantors and want to print the address information, select this check box.   1
Print with Detail If you selected to print detail of guarantors and want to print the transaction detail that caused the open credits, select this check box.   1
Include Insurance Balances If you want the report to list the insurance balance of the open credit, select this check box. If you also select to Include Patient Balances on the report, both balances will be combined and only one amount will print. 1
Include Patient Balances If you want the report to list the patient balance of the open credit, select this check box. If you also select to Include Insurance Balances on the report, both balances will be combined and only one amount will print. 1

For detailed information on allocating open credits, see Allocate Open Credit Payments and Allocate Open Credit Adjustments.

Sample Report
If guarantor detail is selected, the information included on this report is: the guarantor account number and name, patient name (if different), address information (if selected), telephone number, responsible doctor code, the total of the unapplied credits on the account beneath the applicable column for the open credit type, the total credit and debit balance on the account, and the ending account balance.

A summary page will print at the end of the report which reflects the totals of the unapplied credits beneath the applicable column for the open credit type, the total credit and debit balances, and ending balances per billing group as well as a grand total for all the billing groups.