Collection Notes report - Define tab
Path: Reports>Financial>Collection Notes
On the Define tab, complete the following common options of the financial reports: Date Range, Patients, Sort By, and Include Report Definitions Page as appropriate for your agency.
You should complete the following options unique only to this report:
| Field | Description | |
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Notes Selection |
In this section, select to include all or open notes. |
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Optional Type Selection |
In this section, select to include specific entry or action types. |
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Date Range On |
In this section, select one of the following options to include in the report: |
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Claim Date |
To apply the date range to the claim date. |
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Entry Date |
To apply the date range to the transaction date. |
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Action Due Date |
To apply the date range to the due date of the action. |
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