Auto Receipts; Auto Receipts - Balance; Auto Receipts - Date Range; Auto Receipts - Date Range - Balance
Run an Auto Receipts report to obtain a list of patients who have an auto receipt currently scheduled to be posted. The patient and responsible party names,payment description, date of the next scheduled payment,
ViewPoint main menu > Practice Reports > Financial > Auto Receipts (select from several options):
Auto Receipts - Prints all pending auto receipt payments.
Auto Receipts - Date Range - Prints auto receipt payments due within a range of dates.
Auto Receipts - Balance - Prints all pending auto receipt payments, and includes the current account balance and amount due of each contract listed.
Auto Receipts - Date Range - Balance - Prints auto receipt payments due within a range of dates, and includes the account balance and amount due.
After posting the payments, you might also want to print the Auto Receipt Posting History report. See "Auto Receipt Posting History" for details.
Select the options to use for choosing records and generating this report or form. Choose carefully, as your selections will affect which patients are included in the report.
Date - Choose the date or dates to use. You can type a date in the Date field, or click the v button to select a date from a calendar.
Report Title & Header - Whether you view the report on your screen or print it, the report title and run date appear in the header of each report page. If you used subgrouping or other report options, the subgroup description appears just under the report title so you know which criteria was used to generate the results.
Single date or date range - You can run this report for a single date (by entering the same date in the First and Last date fields), or for a range of dates.
Report column descriptions
Description - This column shows you the payment description that will be used when the auto receipt is posted to the account. For security reasons, the entire credit card number is not included in the description.
Acct Bal and Amt Due On... - (Available only on Auto Receipt - Balance reports.) This is the total balance and amount currently due on this account.
Post the receipts - Once you post auto receipt payments, they no longer appear on this report. See "Post Auto Receipts" for details.
Manage Record Selections & Output - After selecting the report options, click Ok to continue to your output choices. See "Manage Record Selection & Output" for details.
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