Reporting: Portfolio A/R Aging Report Monitoring the statuses of your patient loans ©2014...
10
Reporting: Portfolio A/R Aging Report Monitoring the statuses of your patient loans ©2014 Comprehensive Finance, LLC
-
Upload
gervais-rodgers -
Category
Documents
-
view
213 -
download
0
Transcript of Reporting: Portfolio A/R Aging Report Monitoring the statuses of your patient loans ©2014...
Reporting: Portfolio A/R Aging ReportMonitoring the statuses of your patient loans
©2014 Comprehensive Finance, LLC
©2014 Comprehensive Finance, LLC
Move your cursor over the “Reports” tab and click “Portfolio A/R Aging.
©2014 Comprehensive Finance, LLC
You can sort the report by status of your patient loans.
©2014 Comprehensive Finance, LLC
By accounts with or without payment issues.
©2014 Comprehensive Finance, LLC
By the status of the balance due for your patient loans.
©2014 Comprehensive Finance, LLC
You can select to have the report downloaded in a PDF or Excel document.
©2014 Comprehensive Finance, LLC
Once you have selected your criteria click “Run Report” to download the report.
©2014 Comprehensive Finance, LLC
This column shows the status of each patient’s loan.
©2014 Comprehensive Finance, LLC
Here you will notice the basic details regarding each loan.
Congratulations!
Click “Next Module” to take the quiz.
©2014 Comprehensive Finance, LLC
Next Module
