Account Statement

Description: This report displays a list of billing activity for the selected client and month.

Use: This report can be used by the agency to view client account activity and balances.

Limitations: N/A

This report can be filtered by:

Field	Description
Payors	The selected payor.
Date From	The first date of a selected range of dates.
Date To	The last date of a selected range of dates.
Client	Client by name (last name, first name) or Sandata Client ID. When a partial name is entered the report displays results that begin with the entered characters.
Coordinator	The selected coordinator.
Staff Manager	The selected staff manager.
Company	The selected company.
Location	The selected location.
Admit Types	The code for the client's admission.
Team	The selected team.
Invoice Number	The number on the invoice.
Include Clients	Selected clients in or out of collection.

This report can be sorted by:

Field	Description
Invoice	Sorts the report by invoice number.
Transaction Date	Sorts the report by transaction date.

Each column of the report displays:

Field	Description
Company	The name of the agency.
Address	The primary address of the agency.
Telephone	The primary phone number of the agency.
Statement Date	The date of the account statement.
Account Number	The account number.
Client Name	The client's name (last, first).
Client Address	The client's primary address.
Invoice	The invoice type.
Date	The date the invoice was received.
Reference	The reference number.
Amount Billed	The amount billed on the invoice.
Payments/Adjustments	Payments and adjustments made on the invoice.
Balance	The balance on the invoice.
Current Balance	The current balance on the account.