The Accounts Receivable Parameters screen allows you four output options. These are:

• Accounts Receivable Report
• Accounts Receivable Totals Only - This is also a report but shows only the totals without the account line items.
• Labels - Mailing labels may be generated for the names that would print on the Accounts Receivable report. This can also be used in conjunction for MS Word Letters because the same names that generate the letters will also be generated with these mailing labels. Use the labels to mail your letters.
• MS Word Merge Letters - This option is discussed fully in the section on MS Word Merge Letters.

The Accounts Receivable Report Parameters screen has several powerful options. Some of these options will now be discussed.

NOTE - “Accounts Receivable” is defined as the sum of all the balances of all the accounts for the office. Just add all your patients’ balances and that’s the Accounts Receivable.

Active Accounts Only
The program automatically determines which accounts are "active" or "inactive." An account is considered to be inactive when the balance is zero and all members of the account have been designated as "Treatment Complete." The majority of your patients would therefore be considered as inactive. Since the Accounts Receivable reports has to do with balances and the aging of those balances, limiting the report to active accounts only is reasonable and makes for a more succinct report.

NOTE - The Treatment Complete status is set on the Posting screen with the Treatment Complete button. Click this after posting a patient (and before exiting the screen) if the current treatment plan is complete. By “complete” we mean that you are not currently rescheduling this patient in the immediate future. Putting a patient on 6 month recall for example, would warrant the Treatment Complete status. However, waiting a few weeks for an pre-authorization to come through would not.

Non-Zero Balance Only
With this selected, if an account has a non-zero balance, it will be included in the report. This will filter out all accounts that have a zero balance and therefore do not affect the Accounts Receivable. When this choice is selected, an additional sub-filter also become available to suppress all negative balances. If this is selected, only accounts with positive balances will be included.