reporting: portfolio info report collected payments and remaining balances owed ©2014 comprehensive...
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Reporting: Portfolio Info ReportCollected payments and remaining balances owed
©2014 Comprehensive Finance, LLC
©2014 Comprehensive Finance, LLC
Move your cursor over the “Reports tab” and click “Portfolio Info”.
©2014 Comprehensive Finance, LLC
You can sort by status of your patient loans.
©2014 Comprehensive Finance, LLC
You can sort the report by any given time frame that your loans were established.
©2014 Comprehensive Finance, LLC
You can select to have this report downloaded in a PDF or Excel document.
©2014 Comprehensive Finance, LLC
Once you have selected your criteria click “Run Report” to download the report.
©2014 Comprehensive Finance, LLC
This columns shows the status of each patient’s loan.
©2014 Comprehensive Finance, LLC
The sub status explains why a patient’s loan was suspended, which means you are not collecting payment on these loans and the reason is stated in the sub status.
©2014 Comprehensive Finance, LLC
This column shows the “Remaining Principal” balance owed to your practice.
©2014 Comprehensive Finance, LLC
This column shows the “Payments Received” by your practice that were collected from patients and deposited into your practice’s bank account by Compassionate Finance.
©2014 Comprehensive Finance, LLC
At the bottom are totals for each column listed above.
Congratulations!
Click “Next Module” to take the quiz.
©2014 Comprehensive Finance, LLC
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