Finance Charges

The Finance Charges Report produces a report and optionally generates Finance Charges for accounts with delinquent self-pay balances. These are generally accounts that have had no payment for a given number of days.

The Finance Charges Report request form is a tabbed dialog that consists of a General tab, a Sorting tab, and a Selection tab.

Task Name	Task Name displayed in the Task Viewer
Age In Days	The number of days since the original bill or last payment that must elapse before the Finance Charge is added. This defaults from the Statement Tab of the Practice Maintenance screen, where it also specifies whether this is the number of days from the original bill or from the last payment date.
Monthly Rate (%)	The percentage that will be used in calculating the Finance Charge. The delinquent self pay balance will be multiplied by this percentage to arrive at the finance charge. Example: delinquent balance of $324 at 1.5% is a finance charge of 4.86. This defaults from the Statement Tab of the Practice Maintenance screen.
Minimum Finance Charge	If a Minimum Amount was specified in the Statement Tab of Practice Setup, it will be displayed here. If the calculated Finance Charge is less than the specified minimum, the system will use the minimum amount instead.
Listing Only	Indicates that you want to generate only a listing of the accounts that "qualify" for the Finance Charges.
Listing and Create Charges	Indicates that you want to generate a listing of the accounts that "qualify" for the Finance Charges and add the charges to the accounts as well.
Compounding Calculation	Indicates if finance charges will be calculated with compounded interest. If interest is to be compounded, visit balances for previous finance charges will be included in the finance charge calculation. If interest is not to be compounded, the visit balances for previous finance charges will be excluded.
Cube Data	Indicates if report results should be output to a data cube.
Generate Standard Report	Indicates if report results should be output to a formatted report.
Run Now	Indicates in the report should be run immediately.
Schedule	Indicates that the report should be scheduled to run at a future time.
Schedule Button	Invokes the Task Schedule Wizard to guide the user through setting the report run date(s) and time(s)

The Sorting tab consists of two lists. The first list is comprised of the available sort fields for the report and the second list is comprised of the fields that have been selected as sort fields. The fields in the second list may be sequenced in any order. The report will sort the data into the sequence defined and perform a "break" on the sort field as well.

Right-Arrow Button	Click on item to be selected in the left-hand list and press the right-arrow button.
Drag-and-Drop	Click on the item to be selected in the left-hand list and while holding the mouse button down, "drag" the item to the right-hand list and release the mouse button.
Double-Click	Double-click on the item to be selected in the left-hand list.

Left-Arrow Button	Click on item to be de-selected in the right-hand list and press the left-arrow button.
Drag-and-Drop	Click on the item to be de-selected in the right-hand list and while holding the mouse button down, "drag" the item to the left-hand list and release the mouse button.
Double-Click	Double-click on the item to be de-selected in the right-hand list.

Frequently when a report is run, you only wish to see data meeting certain criteria. The Selection tab consists of a list of fields they you may use to include or exclude specific data values from the report. For example, you may wish to run a report for just a certain physician or excluding a certain location.

By clicking on the checklist for the appropriate field (physicians, facilities, etc.) you may then select to include or exclude certain values from the respective tables. The limit to the number of specific values you can select is limited to your ability (or willingness) to enter them. While there is a theoretical limit to the number of selections you can make, you will run out of patience before MedSuite runs out of room to save them. Muli-Selections work with standard Windows keyboard functionality. CTRL+Click to select one at a time, SHIFT+Click to select a range of maintenance files.