Auto Receipts Review Report
Run an Auto Receipts Review report to obtain a list of patients who have an auto receipt currently scheduled to be posted. The patient and responsible party names, patient ID number, treatment phase, payment description, date of the next scheduled payment, current balance, credit card expiration date, and amount of the pending auto receipt are all featured on this report. We suggest that you print this report before posting your auto receipts, then compare it to the receipts posted on your next Transaction report.
Select Reporting from the Reporting section of the Home ribbon bar. Then from the Financial section, open the Auto Receipts Review report. (You can also use the Search field to find 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. See "Run Edge Cloud Reports" for details.
Select the options to use for choosing records and generating this report. Choose carefully, as your selections will affect which data is included in the report. (If the report settings panel is not visible, click the 
Show/Hide icon in the upper left corner of the Reporting window.)
Office
- Choose to include only the records for a specific office, or include the records for all office locations in your practice.
Orthodontist / Doctor - Choose to include only the records for a specific orthodontist / doctor, or include the records for all orthodontists in your practice.
Specialty - If you have Edge Specialist, you can choose to include only records for a specific specialty, or include the records for all specialties in your practice.
Payment Account - You can run this report for a specific payment account (i.e. ACH or Credit Card) or include all payment accounts on the report.
Select by Due Date - Enable this option, then select the first and last payment due dates to include on the report. Other auto receipts that are in the list of pending payments, but do not fall within this date range, are ignored.
Subgroup - You can optionally choose a subgroup to use to narrow the records to include on the report. Only records that fit your selected subgroup as well as all other report settings will be included. If you use a subgroup, 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. See "Subgroup Editor" for details.about creating subgroups.
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 continue with the printing options. You can use the arrows in the View section of the ribbon bar to view additional pages of a multiple-page report. You can also use the dropdown button or type a number in the zoom field to change the size of the report in your window.
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, that information appears just under the report title so you know which criteria was used to generate the results.
Show / Hide Details
If this report supports showing / hiding the details that comprise report totals, you can click the expand / collapse icons to show / hide the details. Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.
Use Arrows to Re-Sort Report
While viewing certain Edge Cloud reports, you can use the arrow beside certain column headings 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. (Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.)
Open the Patient Folder / Responsible Party Record
While viewing some Edge Cloud reports, you can click a patient name or responsible party name to open that record. Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.
Click the 
icon to the right of the View button to open the help article with the detailed description of the report.
Description - This column shows you the payment description that will be used when the auto receipt is posted to the account. For security reasons, the entire credit card number is not included in the description.
Balance - This is the total balance left on this account, not necessarily the amount currently due.
Exp date - This is the expiration date of the credit card (if any) that will be used to post the payment.
Date and Amount - These columns show you the date the pending auto receipt fell due, and the amount that will be applied when the auto receipt is posted.
