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).
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:
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