Financial History

Run a Financial History to generate a list of transactions posted to any contract. When printed, the form uses plain 8.5" x 11" paper and an approved laser printer. It then can be tri-folded and mailed in our double-window envelope.

Run This Form

You can generate a Financial History in several ways, and in several formats, described below. 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.

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 (described above), and can optionally include future transactions and transaction notes on the form. (You cannot generate a date range financial history from this menu.)

1. Open the Form - ViewPoint main menu > Patient Forms > Financial History.

   

2. Choose Form - Select to generate the Comprehensive or Phase format, and choose to include or omit future transactions. Then click Ok to continue.

   

3. Form Settings - 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.)

   

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

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 (described above). All formats can optionally include transaction notes on the form.

1. 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.)

   

2. 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, and whether to include or omit future transactions. After making your choices, click Ok to continue.

   

   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.)

   

   Date Range - If you choose the Financial History - Date Range option, then define the range of transaction dates to include. 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.) If your range of dates extends into the future, contract charges that fall due up until that date are included on the form.

   

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

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 (described above). All formats can optionally include transaction notes on the form.

1. Open the Form - ViewPoint main menu > Practice Reports > Any option > Forms tab. Then select the Financial History form you want to generate, described below.

   

2. 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 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 - 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.)

   

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

Patient Ledger - When you open the Financial History from the patient's ledger, you choose whether to generate a Comprehensive or Phase financial history (described above), and can optionally include future transactions and transaction notes on the form. (You cannot generate a date range financial history from the patient ledger.)

1. Open the Form - Patient Ledger > Print History. (See "Patient Ledger" for details about opening the patient's ledger window.)

   

2. 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.

   

3. Settings - 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.)

   

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

More Information

Late Fee Descriptions - The late fee descriptions that appear on this form are maintained in your System Settings. See "System Settings" for details.

Correspondence History Entry - After you generate this form, it is recorded in the patient’s correspondence history.