Review for Turn Over Report

With the Review for Turn Over Report function, you can print a report of the accounts in the Collection Turn Over Review status so you can determine which accounts should be turned over to a collection agency. After you have determined which accounts should be turned over, you can use the Work Accounts function to change their collection status codes to Collection Turn Over Approved.

Upon accessing this function, the Review for Turn Over Report screen displays.

Data Field Information

Prompt	Response	Len
Alpha or Numeric	Select the option to print the patients alphabetically by last name or numerically by account number.	1
Print Detail of Patients	If you want to print the individual detail of patients (accounts), select this check box. If you do not select to print the detail of patients, a summary of the total number of patients per collection status code will print.	1
Include Address Information	If you selected the Print Detail of Patients check box and want to include the guarantor's address, select this check box.	1
Print Transaction Detail	If you selected the Print Detail of Patients check box and you want to include the transaction detail, select this check box.	1
Begin with Responsible Doctor	Type the code you want to begin with or leave the field blank to start with the first code in the table.	7
End with Responsible Doctor	Type the code you want to end with or leave the field blank to end with the last code in the table.	7
DMS Notes Beginning date	Type the date you want or click the calendar icon to select a date. This will include any DMS NOTES records that have been added to the account since this date.	10
Delinquent Balances Only	If you want to print only the delinquent patient balance instead of the whole patient balance, select this check box.	1

You can use this report to generate a DMS list. To activate this function, add this report to the DMS Report Integration.
You can print this report to Word by selecting the Microsoft Word via MyReports option or to Excel by selecting the Microsoft Excel via MyReports option in the Printers dialog box and then retrieving the report from MyReports. For additional information about the printing options available, see Printing in CGM webPRACTICE.

Sample Report
This report is sorted first by responsible doctor and then, depending on what you chose, either numerically by account number or alphabetically by the patient's name. It includes the date and time that the Populate Collection Roster function was last performed. It shows the account number, the guarantor's name, the patient's name, the date of the last visit and the accounting date of the last patient payment. It shows the total patient balance (and the delinquent patient balance if you chose to include that), and the aging. And, if you chose to include them, it also prints: the patient information - the phone number, date of birth, social security number, employer, employer telephone number and guarantor's address. It also reflects the date of the last statement, the DMS notes, the insurance name, deductible amount, co-pay amount and liability. If you chose to include the transaction detail, it prints the dates of service and balances that make up the total patient balance.