Overview


This report is used to analyze account-level details.

Category

Management

Type

Summary

Mode

Not applicable

Output Options

CSV or Excel



From Portal:
From Back Office:
  1. From the Reports tab, locate the Account Summary report.
  2. Click Edit for the report.
  3. Click Run Report.
  1. Open the Manage menu and select Reports.
  2. From the Reports page > Modern tab, select the Account Summary report from the list of reports.
  3. Click Run (or press [Alt] + [R]).



 

Sample Reports

(Click an image to enlarge)

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 BalanceThe 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 IDFree TextNoOptional, but if a value is entered in this search parameter field, only the account with the matching ID is returned in the report. 
Returned MailCheckboxNoOptional, but if selected, only accounts that are flagged for returned mail are returned in the report.
Statement HoldCheckboxNoOptional, but if selected, only accounts that are flagged with statement holds are returned in the report.
Payment PlanCheckboxNoOptional, but if selected, only accounts with an associated payment plan are returned in the report.
InactiveCheckboxNo

Option, but if selected, only accounts that have been flagged as inactive are returned in the report.

DateDrop 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.


If Custom Date Range is selected, the From and To fields are enabled to enter specific dates to run the query on.

If Last # of Days is selected, the Last # of Days field is enabled to enter a specific number of days to run the query on.




 

Portal

Reports (Portal)



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