Reporting: Portfolio Info Report Collected payments and remaining balances owed ©2014 Comprehensive Finance, LLC.

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Presentation transcript:

Reporting: Portfolio Info Report Collected payments and remaining balances owed ©2014 Comprehensive Finance, LLC

Move your cursor over the “Reports tab” and click “Portfolio Info”.

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

©2014 Comprehensive Finance, LLC You can sort the report by any given time frame that your loans were established.

©2014 Comprehensive Finance, LLC You can select to have this 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 columns shows the status of each patient’s loan.

©2014 Comprehensive Finance, LLC The sub status explains why a patient’s loan was suspended, which means you are not collecting payment on these loans and the reason is stated in the sub status.

©2014 Comprehensive Finance, LLC This column shows the “Remaining Principal” balance owed to your practice.

©2014 Comprehensive Finance, LLC This column shows the “Payments Received” by your practice that were collected from patients and deposited into your practice’s bank account by Compassionate Finance.

©2014 Comprehensive Finance, LLC At the bottom are totals for each column listed above.

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