Reporting: Portfolio Info Report Collected payments and remaining balances owed ©2014 Comprehensive Finance, LLC.

Reporting: Portfolio Info ReportCollected payments and remaining balances owed

©2014 Comprehensive Finance, LLC


Move your cursor over the “Reports tab” and click “Portfolio Info”.


You can sort by status of your patient loans.


You can sort the report by any given time frame that your loans were established.


You can select to have this report downloaded in a PDF or Excel document.


Once you have selected your criteria click “Run Report” to download the report.


This columns shows the status of each patient’s loan.


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.


This column shows the “Remaining Principal” balance owed to your practice.


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.


At the bottom are totals for each column listed above.

Congratulations!

Click “Next Module” to take the quiz.


Next Module

Reporting: Portfolio Info Report Collected payments and remaining balances owed ©2014 Comprehensive Finance, LLC.

Documents

compassionate finance

sub status

patients loan

patient loans

remaining principal

practices bank account

reports tab

given time frame