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| • | Created a formatted printout for the Aged Trial Balance report including accounts, co-payments, summary data and the Total Fees Outstanding report. |
| • | Created a formatted printout for the Group Practice Payment Summary. This can show details for a single doctor or all doctors, with appropriate subtotals. |
| • | Added a few missing details to the followup worksheet (Medicare/DVA/Fund num, co-payments, IFC). Also modified the patient notes printout to include most of relevant information. |
| • | Adjusted format of the followup worksheet so that up to 6 accounts fit on one page. |
| • | Created a report which prints exactly the columns shown on the List of Accounts and List of Payments screens, as specified in a custom datasheet format (Tools menu > Print datasheet). As before, the 'Print this list' button prints a standard unchangeable format. |
| • | Showed the active selection criteria on the standard List of Accounts and List of Payments printouts. Previously there was nothing on the printout to identify what accounts or payments were shown (apart from optional user’s notes). |
| • | The List of payments ‘Print this list’ report now shows an asterisk against payments that are part of a batch payment. |
| • | A new column labelled 'T' (Type) on the List of Payments shows whether the payment is a Standard, Miscellaneous or part of a Batch payment (S/M/B). Also appears on the Print Datasheet report. |
| • | Optional field on the payments list can now be the Batch Payment ID (select in Options > Banking). |
Daily Activity report
Batch Payments report
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