total debts for practice

[stmellons]

Please could someone provide guidance on how to generate a report for the total practice debt. 🙂 I would need, name, dob, 1st line address, assigned dentist, debt and date of debt, courses dates (to and from).

Thank you!

[liamrushton]

Good Morning

1. From the Main Menu. Click patients
2. Click Search for a patient
3. on the right side, tick the boxes for account pending, tick all 4 boxes, Current, 1month, 2 Months, 3 months+
4. Click Find Patients.

This will bring you your list of patients that have debt and how much.

To add extra columns to include the date of birth and address line 1:

1. Right Click the word Surname at the top of the list of patients.
2. Click tablet properties.
3. under the column for print, tick everything you would like to be included.
4. Click OK
5. Click File
6. Click Print Patient List

Excel sheet will open with the data. Which is nicely added together at the bottom to give you total debt at practice.

Unfortunately, it is not possible to include the following from your request: date of debt, courses dates (to and from).

Hope that helps