Reporting: Portfolio A/R Aging Report Monitoring the statuses of your patient loans ©2014 Comprehensive Finance, LLC.

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Presentation transcript:

Reporting: Portfolio A/R Aging Report Monitoring the statuses of your patient loans ©2014 Comprehensive Finance, LLC

Move your cursor over the “Reports” tab and click “Portfolio A/R Aging.

©2014 Comprehensive Finance, LLC You can sort the report by status of your patient loans.

©2014 Comprehensive Finance, LLC By accounts with or without payment issues.

©2014 Comprehensive Finance, LLC By the status of the balance due for your patient loans.

©2014 Comprehensive Finance, LLC You can select to have the report downloaded in a PDF or Excel document.

©2014 Comprehensive Finance, LLC Once you have selected your criteria click “Run Report” to download the report.

©2014 Comprehensive Finance, LLC This column shows the status of each patient’s loan.

©2014 Comprehensive Finance, LLC Here you will notice the basic details regarding each loan.

Congratulations! Click “Next Module” to take the quiz. ©2014 Comprehensive Finance, LLC Next Module