Reports (Web App)

Why Use This Function:

The Payment Plan Management Tab provides a structured way to manage how Patients or Debtors settle outstanding balances over time. By setting up instalments, tracking remaining amounts, and reviewing payment progress, the Practice can ensure clear financial planning and maintain accurate account management. This feature helps streamline communication with Patients or Debtors while supporting transparency and accountability in payment handling.

💡Please Note: This feature is not available to all users and must be requested to set up for your Practice.

The Contents of This User Manual:

• Filters
• Screen Columns Actions
• Columns
• Page Options

• This user manual will start on the Payment Plan Management tab, Payment Plans screen.

• For more information on how to navigate to the Payment Plan Management tab, please refer to the user manual: Reports Segment.

Filters

Allows you to narrow down or refine the results displayed on the Payment Plan tab.

• Click on the Default Filter drop-down menu to select how the screen will be filtered.

• Click on the Debtor Name field to enter the name of the Debtor you are searching for.

• Click on the Debtor Surname field to enter the surname of the Debtor you are searching for.

• Click on the Debtor Account Identifier field to enter the Account of the Debtor you are searching for.

• Click on the Patient Name field to enter the name of the Patient you are searching for.

• Click on the Patient Surname field to enter the name of the Patient you are searching for.

• Click on the Patient File Number field to enter the name of the Patient you are searching for.

• Click on the Status drop-down menu to select the status of the Payment Plan you are searching for.

 

• Click on the MA Scheme field to search and Tick the Medical Aid scheme you desire to filter on.

• Click on the MA Option field to search, and Tick the Medical Aid option you desire to filter on.

• Click on the Update Results button to refresh the results.

• Click on the Reset Filters button to erase all the filters inserted.

Screen Columns Actions Buttons

Several additional Options are available for the Columns. These additional Options are to help you adjust the List, refine the Search and give more specific results.

• Click on a Payment Plan.

• Click on the Open Now button to edit the selected Payment Plan.

• For more information on how to Add/Edit a Payment Plan, please refer to the user manual: Add/Edit a Payment Plan: Navigation and Use.

💡Please Note: This button will only be available once you have selected an existing Payment Plan.

• Click on the Add New button to add a New Payment Plan.

• For more information on how to Add/Edit a Payment Plan, please refer to the user manual: Add/Edit a Payment Plan: Navigation and Use.
  
  
• Click on the Select All Results button to select all the Payment Plans.

• Click on the Expand Widths button to auto-fit the column width to the information within all columns.

• Click on the Reset Widths button to restore the original Widths after any modifications are made.

• Click on the Sort Columns button to sort the Columns in the order that you desire.

• For more information regarding how the Sort Columns feature works, please refer to the user manual: How to Sort Columns on Reports and List Screens.
  
  
• Click on the Choose Columns button to select the columns that will be displayed on the list.

• For more information regarding how the Choose Columns feature works, please refer to the user manual: How to Choose Columns on Reports and List Screens.
  
  
• Click on the Default Layout drop-down menu to select the type of layout that will be used for the screen.

💡Please Note: The Payment Plan screen only has the option to be displayed using the Default Layout, and no other options are available for the layout of the Payment Plan screen.

Columns

All the information on the Payment Plan screen is divided into Columns to logically group related information together.

• Account Identifier: A unique number or code that identifies the Patient’s account.
• Patient File No.: The internal reference number assigned to the Patient’s file.
• Patient Name: The first name of the Patient.
• Patient Surname: The last name of the Patient.
• Debtor Name: The first name of the Debtor responsible for payment.
• Debtor Surname: The last name of the Debtor responsible for payment.
• Medical Aid Scheme: The name of the Patient’s Medical Aid provider.
• Medical Aid Option: The specific plan or option the Patient is on within the Medical Aid Scheme.
• Quoted Amount: The amount that was quoted before treatment or services.
• Billed Amount: The total amount charged for the services or treatment.
• Remaining Amount: The balance still owed after payments are made.
• Instalment Amount: The agreed amount to be paid in each instalment.
• Remaining Instalments: The number of instalments still outstanding.
• Status: The current state of the account or payment (e.g. active, paid, outstanding).
• Turnover: The total value of services or treatments billed.
• Service Date: The date when the service or treatment will be provided.

Page Options

All the information on the Payment Plan screen is divided into Columns to logically group related information together.

• Click on the Export to PDF button to save a PDF file of all the data as a comprehensive report.

• Click on the Export to PDF drop-up menu to access the Export Consolidated PDF option that allows you to generate a single document that combines all the data from multiple sources to provide an overview. 

 

• Click on the Export to CSV button to save the Report in a CSV format.