Overview

• Main Menu
  
  
• Reference Library
  
  
• Patient Information & Billing
  
  ->General Info
  
  ->Medical Info
  
  ->Intakes & Activities
  
  
  ->Billing
  
  
  ->Reports
  
  
• Inventory
  
  
• Patient Information & Billing

No billing database is complete without some elementary reports which allow you to get a better idea of the amounts that you have billed and collected, as well as statements for each patient. AcuBase Standard 2.003 not only provides these reports, but also gives you the ability to print out a "Phone Book" of all or some of your patients; allows you to print labels; and may even assist you in printing envelopes.

To run a report, you would start by clicking on the Reports button from anywhere within the Patient Information & Billing database. The reports window looks like this:

For any of the above reports, simply click on the report that you would like to create.

Summary Aging Report

The Summary Aging Report shows all outstanding invoices, and groups them by aging categories of 120+ days, 90-120 days, 60-90 days, 30-60 days, and 0-30 days from the date the report is run.

To run this report, click on the "Summary Aging Report" button from the Reports screen. You will be given the option to change the default name of the report (which appears on top of the report), and then you will be given a "print preview," after which the report will print.

Summary Patient Balances

The Summary Patient Balances report groups all invoices (outstanding and paid in full) by patient (last name first). You may also select some or all patients and/or use this report to print a statement, if you wish.

To run this report, click on the "Summary Patient Balances" button from the Reports screen. You will be given the option to change the default name of the report (which appears on top of the report), and then you will be taken to a "Find" screen. At the find screen, enter the criteria you would like to use to find the appropriate patients to report on and click on the "Find" button.

To print a statement for a given patient, change the default name of the report to "Statement for (Patient Name)" or to whatever else you want to call it, and then do a find for that patient alone.

Transaction Summary By Month

The Summary Patient Balances report groups all invoices (outstanding and paid in full) by the months of the year.

To run this report, click on the "Transaction Summary By Month" button from the Reports screen. You will be given the option to change the default name of the report (which appears on top of the report), and then you will be taken to a "Find" screen. At the find screen, enter the criteria you would like to use to find the appropriate data to report on and click on the "Find" button.

After clicking the "Find" button, you will be given a "print preview," after which the report will print.

General Reports

The General Reports consist of a personalized phone book, Avery labels, or Envelopes related to the patients in your Patient Information database. To create any one of these reports, you must first find and sort the records that you want in your report. Once you have found and sorted the records you would like to include, you will be able to preview and/or print that report.