Late Fees Report

The Late Fees report provides you with a list of accounts with late fees ready to be posted. The report includes both the patient and the responsible party names, late fee policy description, number of days the account is past due, the total amount past due, and the amount of the pending late fee. Once late fees are posted to your accounts, they no longer appear on this report.

 

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Get Started

• Create late fee policies - Use the Late Fee editor to define the rules for applying late fees to contract and miscellaneous charges. You can base the fee on either an annual percentage rate applied to the amount that is past due, or a flat dollar amount. Because you might calculate late fees differently in different situations, you can define and select a late fee policy appropriate for each situation.

• Assign late fee policies - You set up your default late fee policies in your Financial User Options. Of course, you can change the late fee policy for individual contracts with the Contract Details editing feature, and choose a late fee for miscellaneous charges on the Responsible Party page of the patient folder.

How to Get Here

• Home ribbon bar > Reporting > Financial > Late Fees > Run. (You can also search for the report you want to work with.)

   

  Click Reporting from the Reporting section of the Home ribbon bar.

  

  Expand the Financial reports section (if needed), and select the Late Fees report. Click Run.

  

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• You might also be able to run this report or form from your Recent Reports or Quick Reports list. See "Run Reports" for details.

Run This Report

• Subgroup - Select the subgroup to use when generating this report or form. Only records that fit your selected subgroup as well as all other report parameters will be included. See "Set Up & Manage Subgroups" for details. To include all records that fit the other report criteria, select None. The report will display the name of your selected subgroup just under the report name, so you know which criteria was used to generate the results.

• View Results - If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the Print Only option enabled will not show your results on the screen at all, but prompt you for the printer to use.

Notice

• Report Title & Header - Whether you view the report on your screen or print it, the report title and run date appear in the header of each report page. If you used subgrouping or other report options, the subgroup description appears just under the report title so you know which criteria was used to generate the results.

• Use Arrows to Re-sort Report - Click the up / down arrow to the right of a column heading to re-sort the report according to that column’s criteria.  Click the arrows a second time to sort that column in reverse order, or click the arrows beside a different column to change the sort order again.

• Open patient / RP folder - While viewing the report, you can click a patient or responsible party name that appears on the report to open that party's record.

• Correcting & posting pending late fees - Review this report carefully before you post your late fees. If you find a pending late fee that should not be posted, be sure to go to that account and make any necessary adjustments before posting the fees. See "Post Late Fees" for details.

Finish

Manage Options and Output - With the results on your screen, you can choose different report settings from the left side of the screen and click View again to obtain different results. In addition, you can manage the output with the toolbar at the top of the report window. See "Navigate, Print, & Export Report Results" for details. In addition, reports can either be printed, or exported as an image or PDF file.

• Financial Reports
  • Accounts Receivable Aging Report
  • Auto Receipt Posting History
  • Auto Receipts Review Reports
  • Bulk Payments Report
  • Charge & Receipt Summary
  • Contract Totals Report
  • Credit Card Transactions Report
  • Daily Transaction Report Summary
  • Deposit Slip
  • Deposits by Date
  • Expiring Credit Cards Report
  • Late Fees Report
  • Open Ended Contracts
  • Pre-Paid Amounts Report
  • Projected Income Report
  • Proposed Contracts Report
  • Receipts by Date
  • Responsible Party Balance List
  • Transaction Report
  • Transaction Summary
  • Transactions by Type Report

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