STI Billing Reports
STI C5 Report: Patient Charges over __ days old (before a certain date)
Log into Practice Manager
2nd Row:Â Reports Tab
3rd Row:Â Reports Tab
4th Row:Â Financial Tab
Left: + Accounts Receivables
Left:Â Â Aged Insurance Receivable
Middle:Â Advanced Configurations > Drop Down > C5
2> Select Criteria – Select “Charge End Date Less Than”
Click on “Value”,
Click on “Enter a Date”, enter date before which charges should be closed (i.e. 60 days earlier–if running report on 08/01, put in “06/01”
Click “Update”
Click “Preview” (lower left)
If good, print icon on top of new window
Print to PDF, name “C4 report before 2018_06”
Print PDF to printer
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STI C7 Report: Accounts Receivable
Log into Practice Manager
2nd Row:Â Reports Tab
3rd Row:Â Reports Tab
4th Row:Â Financial Tab
Left: + Accounts Receivables
Left:Â Â Aged Receivable
Middle:Â Advanced Configurations > Drop Down > Service Date
2> Select Criteria – Select “Charge End Date Less Than”
Click “Preview” (lower left)
If good, print icon on top of new window
Print to PDF, name “C7 report ar 2018_07_31”
Print PDF to printer
X out of new window