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

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Presentation on theme: "Reporting: Portfolio A/R Aging Report Monitoring the statuses of your patient loans ©2014 Comprehensive Finance, LLC."— Presentation transcript:

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

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

3 ©2014 Comprehensive Finance, LLC You can sort the report by status of your patient loans.

4 ©2014 Comprehensive Finance, LLC By accounts with or without payment issues.

5 ©2014 Comprehensive Finance, LLC By the status of the balance due for your patient loans.

6 ©2014 Comprehensive Finance, LLC You can select to have the report downloaded in a PDF or Excel document.

7 ©2014 Comprehensive Finance, LLC Once you have selected your criteria click “Run Report” to download the report.

8 ©2014 Comprehensive Finance, LLC This column shows the status of each patient’s loan.

9 ©2014 Comprehensive Finance, LLC Here you will notice the basic details regarding each loan.

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


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