Tuesday, August 27, 2013

Options when Generating the Aging Report

A few weeks ago we held our annual Business of Dentistry Conference. There was so much great learning going on at the conference including 14 different courses on Dentrix topics. Here's a sampling from our 10 Basic Dentrix Reports Every Office Should Use course:

The Aging Report shows all the accounts with a balance in a specific aging bracket. This report can customized to show a range of patients, providers, billing types, minimum balance, and minimum days past due. This lets you create a report that only shows you the information you want to see without having to weed through information outside your focus.

Let's say you wanted to concentrate on accounts that haven't made a payment in the last 30 days. By default the Aging Report includes all accounts, regardless of their last payment date. But, you can use the Last Pmt Before date to exclude accounts that have made a recent payment. For example, if the date entered in this field is for the prior month, Dentrix excludes any accounts that have made a guarantor payment within the prior month from the Aging Report.



For additional information about how to generate the Aging Report, see the "Aging Report" topic in the Dentrix Help Files.


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