Run a Pre-Paid Amounts report to obtain a list of patients that have either overpaid their accounts, or have paid more than the current amount due on the balance of their account. The report can be viewed either in summary form, with all amounts totaled, or in detail form, listing each patient's data.
Home ribbon bar > Reporting > Financial > Pre-Paid Amounts > Run. (You can also search for the report you want to work with.)
You might also be able to run this report or form from your Recent Reports or Quick Reports list.
Select the options to use for choosing records and generating this report or form. Choose carefully, as your selections will affect which patients are included in the report.
Include insurance contracts - Enable this option to include insurance payments as well as payments made by responsible parties.
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.
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.
Expand / Collapse Details - Click an expand / collapse icon beside a report heading to view / hide patient details.
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.
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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