The Accounts by Financial Status Report displays accounts on which a Financial Status has been set within the Account tab of the Patients ability. It is located in the Accounting/Financial folder of the Reports Ability.

Filter Options

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Providers: Filters the report by the Provider to which the patient with a Financial Status is associated.
Offices: Filters the report by the Office to which the patient with a Financial Status is associated.
Financial Statuses: Filters the report by the Financial Status applied to the patient.
Include archived and deleted patients' accounts: Includes archived and deleted patients' accounts with a Financial Status applied.
Include accounts with zero balances: Includes accounts with a Financial Status applied and a zero balance.
Include the Last Payment Date and Amount: Includes the Last Payment Date and Amount columns within the report results.

Results Columns

Unexpanded

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Account #: The account number of the account result with a Financial Status.
Primary Last, First: The first and last name of the primary of the account result with a Financial Status.
Statement Status: The Statement Status of the account result with a Financial Status.
Finance Charge: If the account is set to be exempt, it will say so here.
Account Balance: The Account Balance of the account result with a Financial Status.
Financial Status: The Financial Status of the account result.
Days Overdue: The number of days which the account is overdue.
Statement Message: The Statement Message applied to the account result with a Financial Status.

Expanded

Posted Date: The date on which the charge was posted.
Patient Last, First: The first and last name of the patient with the charge.
Code: The code of the posted charge.
Description: The description of the code that was charged.
Days Overdue: The number of the days which the charge is overdue.
Balance Due: The balance amount due for the charge.