Run the Projected Income report to review all charge transactions for any range of dates you specify. It is intended to be used with a future range of dates to show contract charges (i.e. initial fees and period fees) that are on the books but not yet due. You can generate a detailed report showing exactly which account each charge belongs to, or just a summary with totals by type of charge.
ViewPoint Main Menu - Practice Reports > Financial > Projected Income.
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.
Start / End Dates - Choose the range of dates to include on this report, or select a single date for both the Start Date and End Date fields to run the report for an individual date. You can type a date in the fields, or click the
Show
the Summary Only - Enable this option to generate the report as a summary of anticipated
charges. Otherwise, the details of each charge are included on the report, and the summary is at the end.
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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