Summary
This report displays contracts that have charged out the final monthly installment within
the date range specified. You may select "All locations," which is checked by default, or choose specific locations as needed. You need the correct permissions to access this report. This permission is not given to employees by default and must be applied by the practice. The permission is RPT: Completed Contracts by Date Range.
Information Displayed on the Report
- Patient Location
- Patient Name
- Responsible Party
- Start Date
- Final Date
- Final Amount
- Number of Payments
- Auto Payment Plan
- Auto Payment Amount
- Contract Fee Type
- Discount Type
- Gross Fee
- Discount
- Net Fee
- Location Totals
- Report Totals
To access the report, enter desired parameters in the Filter to generate the report. The All checkbox is checked by default. Modify as required.
Step 1 - Select Location(s).
Step 2 - Enter Start Date and End Date, then click Preview.
Example Screen Shot of Generated Report: Test Data
As always, if you have any further questions, please do not hesitate to reach out to Cloud 9 Support by emailing us at cloud9support@planetdds.com, or chatting us online using the chat bubble on the lower right at https://cloud9support.planetdds.com/hc/en-us, or giving us a call during our business hours of 8:00 AM EST to 8:00 PM EST at the 1.800.394.6050 option 2.