This is a list of recommended reports in WinOMS to run at the end of every fiscal year. These year-end reports can be run at any time throughout the year.
IMPORTANT: These reports are not required to "close out" the year
- Insurance Carrier/Plan Financial Analysis Report
- Monthly Adjusted Receipts Reports
- Practice Summary Report
- Referral Dollar/Count Report
- Service Office Summary Report
- Transaction Summary Report
- Credit Balance Report
- Aged Receivables Report
- Unapplied Payments/Adjustments Report
