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Patient Financial Analysis Report 



Summary:

This report will produce a condensed alphabetic list of the financial picture of each patient’s account. The report indicates the total amount billed and paid to the account during the date range specified. The report totals billed charges but cannot show whether these services have been paid or remain outstanding. The patient’s dentist may be specified by the user.

Offices may use this information to locate accounts with higher than average billings, however it can only sort alphabetically, not by the total dollar values.


Steps:

  1. Open ABELDent.
  2. Select Reports, then Generator from the menu.
  3. At menu, select Table Selection, click OK.
  4. Select tables:   

Transactions     þ
Patients            þ

  1. Click OK.
  2. At Report Generator Menu, select Field Layout, click OK.
  3. At “Transactions” file Field Parameters enter the following field values (leave all other fields at their default)  **Note the use of the ‘@’ symbol found above the 2 key**

At the top: Set Search By to 2
 
Serv. Date        þ 0 @
Fee Amount     o 0 @
Payment           o 0 @
Main Provider  þ 1 @ (**NB** This is optional –select only if needed)

  1. Click OK.
  2. At “Patients File” field parameters, enter the following field values (leave all other fields at their default)

Search By: 0                       Using: 3

Patient ID         o 0 @
Full Name         o 2 @

  1. At Report Generator Menu, select Criteria Entry, click OK.
  2. At “Selection of Records” enter the required criteria information.
  3. Serv. Date From:  To:  (enter the required date range e.g. 01/JAN/ 07 To: 31/DEC/07).
  4. Main Provider if selected - enter the provider ID of the billing dentist into the first and second box
  5. Click OK.
  6. At menu, select Generate Report, click OK.
  7. After record scanning is complete the Report Generation dialog screen will display.
  8. At the BREAKS section,

At Main Provider enter P into the empty box, leave the 99.
At FULL NAME enter an L into the empty box, leave the 99.

  1. At the TOTALLING section,

At Serv.Date enter a C into the box
At Fee Amount enter a T into the box.
At Payment enter a T into the box.

  1. Leave all other fields at their default.  Click OK.
  2. At Print Report, select Preview  to view on screen, or Print if you wish (caution- this report will be long!)
  3. At menu, select Save As and save report with file name of PtSpent (for example)
  4. Select Save


Product (s): ABELDent
Category: Report Generator
Classification: Public
Date Created: 01 April 2005
Created by: KaM
 

Keywords: Patient, Financial, Analysis, Report