Summary
This report consolidates the information from Case Starts (A) and Case Starts (B) into a single document, including entries without a Risk Code. Additionally, the results indicate a breakdown of the Fee Type.
Step 1 - To access the reports, click on "Reports" in the Cloud 9 menu bar, and then select "Reports" from the dropdown menu that appears.
Step 2 - Click on Financial.
Step 3 - Select the desired report from the displayed list of financial reports. You may enter the report name in the search box to display only the specified report. This snapshot provides a limited perspective of the financial reports.
Step 4 - Enter the parameters desired then click Preview to see the results.
Results below. The last page shows Totals for the parameters selected. This report breaks up the Case Starts by Transaction Contract Type, then displays: Patient Name, Risk Code, (if applicable), Provider Code, Start Date, Case Start Date, Discount Type (if applicable), Discount, Net Fee, Estimated Insurance, Down payment, Periodic Fee, Number of fees (months) and Tx Time (Months). There are totals that add up each column per type and grand totals at the end.
As always, if you have any further questions please do not hesitate to reach out to Cloud 9 Support by emailing us at cloud9support@planetdds.com, or chatting us online using the chat bubble on the lower right at https://cloud9support.planetdds.com/hc/en-us, or giving us a call during our business hours of 8:00 AM EST to 8:00 PM EST at the 1.800.394.6050 option 2.