OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 13 Creating & Printing Reports & Statements
Creating & Printing Custom Reports
Type or select the minimum number of days overdue to report from the
Minimum Days Outstanding box.
Refine the report results by selecting the report options, as needed:
a. Click the Report Options tab.
b. Select the Patient Balances check box to include patient balances. Enter
a last name (or part of a last name) in the Last Name From and
Through fields to refine your report results, as needed.
c. Select the Insurance Balances check box to include insurance balances.
Select an insurance carrier and plan from the Insurance Name and
Insurance Plan drop-down menus to refine your report results, as
needed. Select the Show Patient Insurance Details check box to
include the insured ID and claim date.
d. Select the Fee Slip Balances check box to display past due fee slip balances.
e. Select the Unapplied Deposits check boxes to display unapplied
amounts.
f. If you previously selected the patient level of report detail in step 6, select
the Patient Notes, Patient Alerts, ‘In Collection’ Indicator, or
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