Report:  Financial Contract Patient List

(Topic Last Updated On:  05/05/2010)

This report displays all patients who have a saved financial contract on the Financial Contract screen, and includes details for each patient's repayment schedule, indicating when the contract started, the next payment due date, status, payment amount and current patient balance.  This report is generally used only periodically to view how many patients are on a financial contract and the progress each is making.

Report Column Explanations

Patient ID

This column displays the 'Patient ID' number for each patient with a financial contract in the system.

Contract Start Date

This column displays the first 'Start Due Date' for the first 'Financial Contract' scheduled event generated when each patient's contract was saved, indicating the date on which the first payment was due.

Next Payment Date

This column displays the closest upcoming 'Start Due Date' for the next 'Financial Contract' scheduled event for each patient, indicating the date on which the next payment is due.

Current Status

This column displays the current status of each patient's next 'Financial Contract' scheduled event, either 'Pending', 'Overdue', or 'Completed'.  'Financial Contract' events begin as 'Pending' when the contract is generated.  If events are not marked as 'Completed' in the system by the 'Start Due Date', they will appear as 'Overdue' on subsequent dates.

Payment

This column displays the amount of payment due for each patient on the 'Next Payment Date'.

Current Balance

This column displays each patient's current patient balance.