Accounts Receivable report - Define tab
Path: Reports>Financial>Accounts Receivable Report
Use the Define tab to specify information that you want to include in the report. This tab contains the following common options that you need to complete as appropriate for your agency:
- Date Range
- Team
- Patient Class
- Basis
- Patients
- Ageing Periods
Also, the Define tab contains the following options unique only to this report:
| Field | Selection | Description |
|---|---|---|
| Options | In this section, select the following options for the report: | |
|
By Branch |
Select to include services for all patients in selected branch. |
|
|
Show Patient Detail |
Select include the patient details in the report. |
|
|
Multiple Business Unit Consolidation |
Select to run the report for all Business Units. If you select this check box, the Individual Patients radio button from the Select options and the Optional Selection Criteria options disappear. |
|
| Drill-Down Options | In this section, select the following drill-down options for the report: | |
|
Show Collections Details |
Select to include the collection details in the report. |
|
|
Show Adjustments Details |
Select to include the adjustment details in the report. |