Run the Insurance Summary report to obtain a list of the total insurance coverage, contract balance and amount due for each insurance record with a contract balance greater than $0.00. In addition, the summary calculates the number of insurance contracts generated, and the average insurance contract balance.
ViewPoint main menu > Practice Reports > Insurance > Insurance Summary.
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.
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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