Patient Type
The Patient Type filter has been added to the Accounts Receivable report primarily to augment the Zero Due Now Tracking feature. An entire group of patients who do not belong on this report could show up, and confuse the results. These are welfare patients. They may have a positive Balance, they probably will have a zero Due Now, and they never get billed. To counter this, we have introduced the Patient Type filter to the AR report to weed out welfare patients and any other patient types that could cloud the results of the very useful Zero Due Now Tracker.

Single Doctor
This will limit the report to accounts assigned to a particular doctor. This is useful for partnership situations where separate accounts receivable reports are needed by the individual doctors.

Delinquent Accounts Only
This will limit the report to accounts with delinquent aging only. You will be asked to limit the report to 30 days late, 60 days late, or 90 or more days late.

No Payment For X Days
This filter will limit the report to accounts for whom you have not received a patient payment for a certain number of days. When you click this choice a text box will appear for you to enter the number of days. This choice is primarily used to create a list of your hardcore delinquent accounts. Use this choice in combination with the Delinquent Accounts Only option to find those who are delinquent and also have not made a recent payment.

NOTE - The No Payment For X Days filter is often used in conjunction with Microsoft Word Collection Letter printing. MS Word can be used with the Accounts Receivable Parameters screen to write collection letters. You may wish bypass collection letters for accounts who have made a recent payment and this option will accomplish that result.

Include If Sent Word Letter
MS Word Collection Letters and the Accounts Receivable Report go hand in hand. This option facilitates that function by including in your list only those accounts who were sent a particular MS Word letter. You will be presented with a drop list of the letters you have entered into your system which link to the Accounts Receivable Report. In addition, you are asked to enter the number of days within which the letter was sent. Letters sent beyond this number of days are filtered out of the listing.

Exclude If Sent Word Letter
This option is the exact opposite of the choice above. It will exclude those accounts who were sent a particular MS Word letter within a certain number of days. Again, you are asked to enter the number of days within which the letter was sent.