Run a Financial History to generate a list of transactions posted to any contract. The
form prints on plain 8.5" x 11" paper with your approved laser
printer. When tri-folded,
the report is ready for mailing in our double-window envelope.
You can generate a Financial History in several formats.
Comprehensive / Comp - This format includes all transactions posted to this billing party for all of this patient's phases and contracts. You can choose whether to include future transactions (that is, contract charges that have not yet fallen due) on the form.
Phase - This form includes only the transactions for the treatment phase currently selected on the Patient tab of the patient folder. You can choose whether to include future transactions (that is, contract charges that have not yet fallen due) on the form.
Date Range - This form includes the transactions that were posted to this billing party, as well as contract charges due to be posted, during a specified date range, regardless of the phase.
All formats can optionally include transaction notes on the form as well. The format and options available depend on which method you use to open the form, described below.
Run This Form
Patient Forms Menu When you open the Financial History from the Patient Forms menu, you choose whether to generate a Comprehensive or Phase financial history, and can optionally include future transactions and transaction notes on the form. (You cannot generate a date range financial history from this menu.)
Open the Form - ViewPoint main menu > Patient Forms > Financial History.
Choose Report Format - Select to generate the Comprehensive or Phase format, described above, and choose to include or omit future transactions. Then click Ok to continue.
Settings - Select to use your main office address, or the address assigned to the patient folder, and whether to include transaction notes on the form. (See "Patient Ledger" for details about adding / editing transaction notes.)
Forms Shortcut Menu When you open the Financial History form from the shortcut menu, you can generate a Comprehensive or Phase financial history, or a Date Range financial history. All formats can optionally include transaction notes on the form.
Open the Form - ViewPoint shortcut menu > Forms > Financial History or Financial History - Date Range.(Or, press Alt+O on your keyboard to open the Forms options.)
Form Options - Your form options depend on whether you select the Financial History or Financial History - Date Range option. When finished, click Ok to continue.
Financial History Option - If you choose the Financial History option, you will be prompted to select the Comprehensive or Phase format, described above, and whether to include or omit future transactions. After making your choices, click Ok to continue.
Next, select to use your main office address, or the address assigned to the patient folder, and whether to include transaction notes on the form. (See "Patient Ledger" for details about adding / editing transaction notes.)
Date Range - If you choose the Financial History - Date Range option, you select to use your main office address, or the address assigned to the patient folder, choose the range of dates to include, and whether to include transaction notes on the form. (See "Patient Ledger" for details about adding / editing transaction notes.) If your range of dates extends into the future, contract charges that fall due up until that date are included on the form.
Practice Reports Menu When you open the Financial History form from the Practice Reports menu, you can generate a Comprehensive or Phase financial history, or a Date Range financial history. (Each format is described above.) All formats can optionally include transaction notes on the form.
Open the Form - ViewPoint main menu > Practice Reports > Any option > Forms tab. Then select the Financial History form you want to generate, described below.
Form Options - Your form options depend on the Financial History you selected. When finished, click Ok to continue.
Financial History - Comp - Current - This form will generate a comprehensive Financial History for current transactions. (That is, it will include all of the patient's transactions for this billing party, regardless of the patient's current treatment phase, but does not include future contract charges.) After choosing this form, select to use your main office address, or the address assigned to the patient folder, and whether to include transaction notes on the form. (See "Patient Ledger" for details about adding / editing transaction notes.)
Financial History - Comp - Date Range - This form will generate a comprehensive Financial History for the date range you specify. (That is, it will include all of the patient's transactions for this billing party that fall within your date range, even future contract charges that are included in the range, regardless of the patient's current treatment phase.) After selecting this form, you select to use your main office address, or the address assigned to the patient folder, choose the range of dates to include, and whether to include transaction notes on the form. (See "Patient Ledger" for details about adding / editing transaction notes.)
Financial History - Comprehensive - This form will generate a comprehensive Financial History that includes future transactions. (That is, it will include all of the patient's transactions for this billing party, including all future contract charges, regardless of the patient's current treatment phase.) After choosing this form, select to use your main office address, or the address assigned to the patient folder, and whether to include transaction notes on the form. (See "Patient Ledger" for details about adding / editing transaction notes.)
Financial History - Phase - This form will generate a phase-specific Financial History that includes future transactions. (That is, it will include the transactions for this billing party, including all future contract charges, for the phase currently assigned to the Patient tab of the patient folder.) After choosing this form, select to use your main office address, or the address assigned to the patient folder, and whether to include transaction notes on the form. (See "Patient Ledger" for details about adding / editing transaction notes.)
Financial History - Phase -Current - This form will generate a phase-specific Financial History for current transactions only. (That is, it will include the transactions for this billing party, for the phase currently assigned to the Patient tab of the patient folder, and does not include future contract charges.) After choosing this form, select to use your main office address, or the address assigned to the patient folder, and whether to include transaction notes on the form. (See "Patient Ledger" for details about adding / editing transaction notes.)
Patient Ledger When you open the Financial History from the patient's ledger, you choose whether to generate a Comprehensive or Phase financial history, and can optionally include future transactions and transaction notes on the form. (You cannot generate a date range financial history from the patient ledger.)
Choose Report Format - Select to generate the Comprehensive or Phase format, described above, and choose to include or omit future transactions. Then click Ok to continue.
Settings - Select to use your main office address, or the address assigned to the patient folder, and whether to include transaction notes on the form. (See "Patient Ledger" for details about adding / editing transaction notes.)
When you open the Financial History from the Patient Forms menu, you choose whether to generate a Comprehensive or Phase financial history, and can optionally include future transactions and transaction notes on the form. (You cannot generate a date range financial history from this menu.)
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