Reports (Desktop App)

A Credit Controller will generate this Report at least weekly to follow up on Outstanding Invoices.

The Invoices Outstanding Report displays all the Outstanding Invoices on the system and the Age of the outstanding balance as per the information selected from the Report Set-Up.

The Invoices Outstanding Report indicates all the outstanding Invoices of both Medical Aid and Patient Outstanding accounts. 

The Invoice Outstanding Report assist in following up with the Medical Aid or the Patient on outstanding Invoices. It can assist in limiting stale Claims and Bad Debts if the Invoices are followed up and collected before 60 days of age.

The Invoices Outstanding Report can be found in MedDebs Module.

• Open the MedDebs Module.
  
• Click on Print and select Invoices Outstanding from the list.
  

Profile Options and Function

• The following Invoices Outstanding Profiles will be loaded by Default with new installations.
  

• Click on the correct Profile.
  
• Click on Print Direct to print the Report directly to your printer without viewing the Report.
  

 or 

• Click on Print to Grid to view the Report in a Grid Format.
  

• Click on Close to exit the invoices Outstanding Profile list.
  

Date Settings

• Select the Timespan for Report.
  

TAKE NOTE: Tick the Default Date/Period block to default the report profile Setup to the current Financial Year and Period. The Report will always default the current Period and the Financial Year according to the computer date.

• Select the Financial Year.
• Select the Type of Dates (From the beginning when the system was used until the date in this section). Invoices Outstanding can be pulled for All dates (the period the Practice has been running for) or between dates. 

1. All dates - The financial period.
2. Between Capture dates - The date the transaction was captured on the system.
3. Between Transaction dates - The date the Patient was treated and when the treatment took place.
4. Between Weeks - This option will work via the Transaction date - The date the Patient was treated and when the treatment took place.

NB: Please Take Note of the differences between the types of Dates:

1. Capture date: the date on which the transaction is captured onto the system (is not necessarily the same as the transaction date).
   
2. Transaction date: the treatment date, when the patient was treated.

• When the Capture date or Transaction date Options are used the following extra setting will display to put in the date of the last transaction must be included.
  

• The different date Setting will not have the same information and Invoices, these Reports cannot be compared with each other. The information is using different parameters and will not be the same information displayed.

• Depending on the set up in the Report Parameters some extra screen will need information before the report will print or display.

• The Report will display as follows depending on the Settings and Parameters in the Report Set-up:
  

Mail a View

• This option allows you to e-mail the current view on the screen.

Mail all Views

• This option allows you to e-mail the current view on the screen including the additional tabs on the left.

Print

• Click on Print to print the Report.
• Click on the Dropdown box and select to print All Columns or Choose Columns.
  

Export

• Click on Export to export the report to Excel.
  

• When clicking on Print the Report will display as follows.
  
• From here you have the option to E-mail, Print Preview, Save or Print the Report.
  

• For more information on the Settings and Parameters inside the Report Setup, click here.