Insurance Receipts by Company

Run an Insurance Receipts by Company report to obtain a list of insurance payments for any range of dates, sorted by company, and including a final grand total.  

 

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How to Get Here

• ViewPoint main menu > Practice Reports > Insurance > Insurance Receipts by Company.

   

  

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Run This 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. In addition, you can click the [ T ] button to select Today, the [+W] button to advance the date by one week, or the [+M] button to advance one month. Also, pressing Shift or Control while you click one of the date buttons takes you backwards one week or one month instead.The date or dates you select will appear just under the report title; if you select a date that is not "today", this date will be different from the run date that appears in the report header.

Notice!

• 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. In addition, the report header can optionally include the exact subgroup criteria used to generate the report, instead of just the subgroup description.

Finish

Manage Record Selections & Output - After selecting the report options, click Ok to continue to your output choices. See "Manage Record Selection & Output" for details.

• Insurance_Reports
  • Insurance Company Address & Phone List
  • Insurance Detail Reports
  • Insurance Receipts by Company
  • Insurance Summary Report
  • Scheduled Insurance Report

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