Summary
This report outlines the Accounts Receivable from the start date, detailing any contract initiations, payments, charges, or adjustments within the specified date range, ultimately presenting the closing accounts receivable for that period. It includes both responsible party and insurance accounts receivable.
Reports the Balancing Worksheet compare with:
Descriptions of the Balancing Worksheet Report.
Instructions for Accessing and Running the Balancing Worksheet Report
Step 1: Navigate to the menu bar and select "Reports," followed by choosing "Reports" from the options provided.
Step 2: Search for the Balancing Worksheet Report
Step 3: Select the Balancing Worksheet Report and input the desired parameters.
Please include a Start Date and End Date, at least one Location, and at least one Provider. For Break By you can select Location or Provider to break up the results in those categories or you can choose None.
Sample view of Balancing Worksheet after parameters have been entered.
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.