How do I generate an account receivables report for my solo practice?

The "Accounts receivables" report will show a summary of the total amount owed by patients in your practice. Read on to learn how to generate it. 

1. From your main dashboard, click on "Reports."

2. Go to the "Financial Reports" section. 

3. Choose "Accounts receivables" from the drop-down. 

4. Click on "Generate report." 

5. The following pop-up will appear, informing you not to close the tab while generating the report. You can continue working on other tasks in a different tab. Click on "Yes, proceed" to continue. The report will be downloaded to your computer in .CSV format. 

If you have any questions, please contact us.