OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Creating & Printing Custom Reports
Chapter 13 Creating & Printing Reports & Statements
For information about this
report…
Production - Year-to-Year
Comparison
Productivity Recap
Go to…
To create and print custom production
reports on page 567
To create and print custom production
reports on page 567
To create and print custom aging reports
Open the Patient and Insurance Aging Reports window. For more information,
on opening the window go to To open the Custom Reports window on page
525.
Select Aging Reports from the Report Name list.
Click Open.
The Patient and Insurance Aging Reports window opens.
To open previously saved report settings, go to To load saved custom report
settings on page 528, and then skip to step 14
Select a report from the Report Type drop-down menu.
Accounts Receivable Report. Lists the balances due at the Period End date with
additional patient and insurance information.
Aged A/R Report 30-60-90-120+. Lists the aged accounts receivable and,
optionally, the unapplied amounts.
Select the level of detail that you want to display in the report from the Report
Detail drop-down menu.
Type or select a date from the Period End Date.
Note
If you choose a date earlier than the current date, this report may
not match earlier reports printed using this date. Any unapplied
amounts applied after the last report printing may not be listed on
the most current report.
530 OfficeMate Home Office User’s Guide