The debtors screen allows you to view accounts receivable reports and balances. Select Debtors from the Accounts menu.

Enter the desired Report Date in the field at the top right of the screen and press [Refresh]. This may take a few moments. A table showing the patient/organisation’s Name, Chart Number and Account Balance will be displayed. A Minimum Balance can be entered in the field provided. Tick the [Show Aged Balances] option to see the accounts balances broken down into <30 days, 30-60 days, 60-90 days and >90 days. In the Account Holders menu, you can tick the types of account holders you wish to view. In the Preferred Practitioners menu, you can tick the providers whose debtors you wish to view. Perform different actions by using the Actions menu at the right hand side or by right clicking on the item in the debtor list: To correct or reverse an invoice, highlight it in the table and press [Point of Sale]. In order to follow up on accounts or to check what the patient was invoiced for, the Actions menu gives access to the [Patient Details] and [Clinical Notes]. The Reports menu: Print statements for debtors by highlighting the debtors in the list and pressing [Statement]. Fill in your requirements and press [OK]. If you highlight more than one patient, a statement will be printed for each patient. Press [Print Debtors List] to print the table you are viewing.