Account Summary Report
The Account Summary report is account based and shows one summary line for every guarantor or employer. By default, it is sorted by Prac Name (Practice name) and Guar Name (Guarantor name).
From Filter 1, using the No Self Pmt Since field is useful to identify the patients who have not paid their balances.
The report has "drill-down" functionality that enables you to double-click on a record to access the Account Profile window directly from the report.
To access the report in NextGen® Enterprise PM, select Reports menu and select Accounts Receivable, then select Collections, and then select Account Summary.
From the Report Filter window, select the Info button to view the following information about the report:
Logic:
- This report produces one line for each Account within the selected Practice(s). If multiple Practices are selected, the account will be repeated for each Practice where an Account exists.
- Both Encounter and Account level unapplied credits will display in the Unapplied Amount column.
Filtering Info:
- Patients who are already on a budget can be removed or isolated for evaluation.
Common Uses:
- To review outstanding patient balances and assist in collection activity.
- Review the statement counter information to see which patients are not making adequate payments.
Balances to the Following Reports:
- This report is not designed for balancing. Invoices, unapplied credits and bad debt amounts are not calculated in the total outstanding amount.