I need to get the quarterly collection report of uninsured patients in softdent. Is there any way possible to run this specific report?
I need it to document how much collection is from Insuranced patients vs fee for service patients.
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The closest report is the Collectcion Summary report under Practice Managment.
If no detail transactions selected the report gives totals
If detail transactions included the report breaks down clearly by provider and dates
My Apologies for late response. You can use this report> Transactions for a period. Enter dates for report. Elect to include Inactive pts, Enter Patient User code "U" inside the Include, Exclude: leave blank then under codes, enter your cash, check, credit card, and financing payment options. Be sure NOT to include the Insurance payment codes. Your totals will appear.
Thank you for the post @springdental!
Let me tag a few people that may be able to answer this.
@rhall @asmith @lindamoseley any suggestions for this?
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