Run the Open Ended Contracts report to obtain a list of patients that have an open ended contract structure. The report includes the patient and billing names, insurance detail (if any), the dates the open ended fees start and end, and the total open-ended amount charged so far.
Home ribbon bar > 
Reporting > Financial > Open Ended Contracts > 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 Open Ended Contracts report. Then click Run.
Date range - Choose the range of treatment phase start dates to include. Any treatment phase with a start date that falls within this range will be included in the results.
Last Month option to run the report for the prior month, without entering specific dates.
Office - Choose to include only the records for a specific office, or include the records for all office locations in your practice.
Orthodontist - Choose to include only the records for a specific orthodontist, or include the records for All orthodontists in your practice.
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.
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.
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.
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.
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.
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