End of Year Report

Q: How do I run an end of year report?

1. Select the End of Year Report

1. Select the End of Year Report

The End of Year report will display the number of procedures, total charges, payments and adjustments by provider/group per year.

To run the report, click on the Billing menu then select Reports and End of Year Report.

2. Select Report Options & Run

2. Select Report Options & Run
  1. Date: Select the desired year for the end of year report.
  2. Group/Provider: If you wish to filter the report by a Group or Provider, select the appropriate option using the drop-down menu.  If you wish to see a report for all Groups/Provdiers, leave the selection blank.
  3. Date By: Select Date of Service if you wish to see the aging based on the Date of Service of each charge.  Select Posted Date if you wish to see the aging based on the Posted Date of each charge.
  4. Click the OK button to run the report.

Description of Report

If desired, the user may print or save the report using the menu bar located at the top of the Print Preview page.

  1. Print
  2. Save as PDF, Excel, CSV or other file type.
  3. When finished, click the Close Print Preview button.