How can I calculate the average balance of my account?

This article guides you through the process of calculating the average balance that needs to be maintained in a user account using the balance calculator feature in our application. By following these steps, you can easily generate a detailed report that helps you understand your financial standing and make informed decisions.

Steps to Follow:

Step 1: Log in to the Application: Access your account using your credentials.

Step 2: Navigate to Financial File: Go to File > Financial File > Calculated Balance Expected.

Step 3: Select Filters (if needed):

  • First Patient #: Enter the first patient number.
  • Last Patient #: Enter the last patient number.
  • Sort By: Choose from the following options:
    • Patient Number
    • List only office
    • List only clinician
    • List only account type
  • Include discharged & dropout patients: Select Yes or No.
  • Calculate % of Expected Amount: Set the desired percentage.

 

Step 4: Generate Report: Click on Preview Results. The generated report can be downloaded, emailed, printed, or faxed.

Step 5: Review Generated Results: The report will contain details such as:

  • For All Offices
  • Printed On: (date)
  • Page Number: (e.g., 1)
  • Patient details including names and balances, with a total of patients.

Step 6: Print the Report: Click on the Print Report button to download a copy for your records.

Step 7: Generate Results with Different Parameters: To change the parameters for a new report, click the Clear button to remove the existing data and input new criteria.

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