Arrears Detail - Private Account Report

SUMMARY:

Arrears reports provide details of outstanding debts, up to and including the 'To:' date specified below, arranged in columns to differentiate the relative ages of the debts (e.g. 30 days, 60 days, 90 days).

REPORT OUTPUT:

The 'Arrears Detail - Private Account' report provides arrears details specifically for Private accounts, and lists each patient's debt on a separate line.

By default, a separate page will be printed for each practitioner, but you may choose to print this as a summary for the whole Practice, by selecting 'No' where it says 'Page per Doctor'.

To reconcile this report refer to the following table:

Columns on this Report

Reconcile Against Report Columns

Arrears Detail - Institutional Fees Report

  • Grand totals

Arrears Summary - All Arrears Report

  • Other totals

 

To Generate an Arrears Detail - Private Account Report

Select Reports > All Reports. The Pracsoft Reports window appears.

Within the Report Type section, select Arrears.

Within the Report Name section, select Arrears Detail - Private Account.

 

Select the Common tab:

Indicate whether you want to specify a 'From' date, by ticking/un-ticking the associated check box. If you chose to specify a From date, enter the date now.

Enter a 'To' date.

Indicate whether results for each practitioner will be printed on separate pages.

Indicate which practitioner/s and location/s you wish to limit the report to.

 

Click Print when you are ready to proceed.