Overview
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Sample Reports
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Portal
Back Office
Field Definitions
Field | Calculation Formula | Description |
|---|---|---|
| Account ID | The account number of the guarantor account. | |
| Practice Name | The name of the practice. | |
| Guarantor Name | The name of the person or organization financially responsible for the account. | |
| Guarantor DOB | The date of birth associated with the guarantor account. | |
| Guarantor Address | The street address of the guarantor. | |
| Guarantor City | The city where the guarantor is located. | |
| Guarantor State | The state where the guarantor is located. | |
| Guarantor Zipcode | The postal code where the guarantor is located. | |
| Guarantor Phone | The phone number associated with the guarantor account. | |
| Total Outstanding Guarantor Balance | The unpaid balance for which the guarantor is responsible. | |
| Total Outstanding Insurance Balance | The unpaid balance for which the insurance is responsible. | |
| Total On Account Balance | The net value of all On-Account transactions, including transfers from Suspense transactions, reversed payments, refunds, and service line distributions. | |
| Total Outstanding Balance | (Guarantor Balance + Insurance Balance) - On Account Balance | The total balance of the above balance calculations. |
| Statement Held | Indicates whether statements are currently being held on the account. | |
| Returned Mail | Indicates whether the account is flagged for returned mail. | |
| Payment Plan | Indicates if there is currently a payment plan on the account. | |
| Account Status | The account status or designation as created and assigned via the Account Status page. | |
| Inactive | Indicates if the account has been designated as Inactive. | |
| Inactivated At | The date/time the account was marked Inactive. | |
| Inactivated By | The user that inactivated the account. | |
| Next Statement Date | The date on which the next account statement will be generated by the system. | |
| Payment Plan Amount | The amount being paid monthly (or the set interval) on the payment plan for the account. | |
| First Payment Plan Date | The date of the first payment of the payment plan for the account. | |
| Next Payment Plan Date | The date of the next payment due of the payment plan for the account. | |
| Missed Payment | Indicates if a payment was missed on the account. | |
| Created AT | The date on which the account was created. |
Available Report Filter
Option | Type | Required | Description | ||
|---|---|---|---|---|---|
| Account ID | Free Text | No | Optional, but if a value is entered in this search parameter field, only the account with the matching ID is returned in the report. | ||
| Returned Mail | Checkbox | No | Optional, but if selected, only accounts that are flagged for returned mail are returned in the report. | ||
| Statement Hold | Checkbox | No | Optional, but if selected, only accounts that are flagged with statement holds are returned in the report. | ||
| Payment Plan | Checkbox | No | Optional, but if selected, only accounts with an associated payment plan are returned in the report. | ||
| Inactive | Checkbox | No | Option, but if selected, only accounts that have been flagged as inactive are returned in the report. | ||
| Date | Drop Down | Yes | Filters transactions displayed by the selected time period. Options include: Custom Date Range, Last # of Days, Today, Previous Day, Current Month, Previous Month, Current Year, and Previous Year.
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