Billing, A/R & Payment Reports

Updated on July 29, 2026 | 11:29 AM – CST

The billing reports cover the money side of the practice, split into patient, plan, charges payment, and follow-up.

This video runs through each report and its purpose, from the patient and plan aging buckets to the charge list, ledger, fee audit, and revenue analysis.

You'll also see the before-EOD and EOD summaries, and the follow-up report that shows exactly why balances are still outstanding.