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Advance Payments Report

06/17/24 New Report of Advanced Payments to Patient Encounters

R
Escrito por Rubén Mosqueda Herrera
Actualizado hace más de 4 meses

From now on, you will be able to view all the advance payments received at your hospital for one or more patient encounters in the new Advance Payments Report. This report will allow you to know all the information about an advance payment from the moment it is collected in Cashier Collections until it is assigned to an invoice and stamped (if you have advance payment stamping, available in Cirrus for Mexico).

To get this report, follow these steps:

  1. Go to Advance Payments Report.

In the search panel you can enter the parameters that you may consider necessary to filter the documents you are looking for (they are not mandatory for the search for advance payments):

  • Document Number

  • Advance payments Amount

  • Customer (Business Partner)

  • Invoiced* (Yes applies for Mexico only )

  • Patient

  • Date Range

3. Click search.

*Advances will be stamped only if advance stamping has been activated for Cirrus clients in Mexico (request via ticket or chat).

4. In Search Results all advance payments that match the document search carried out will appear. Click Print to export these results as PDF, XLS, PNG or JPG.

The Advance Payment Report will include all of the following fields:

  • Receipt No.

  • Payment No.

  • Document no.

  • UUID (only in Mexico)

  • Payment Date

  • Document Date

  • Encounter No.

  • Extension No. (from Multibilling, if assigned )

  • MRN

  • Patient Name

  • Tax ID

  • Company Name

  • Currency

  • Advance Payment Amount

  • Prepayment Balance

  • Invoiced

  • Status

  • Payment Method

  • Account No.

  • Check No.

  • Allocation Date

  • Sales Receipt No.

  • Sales Recepit Allocated Amount

  • Sales Receipt Balance

  • Invoice No.

  • Invoice Date

  • Invoice Allocated Amount

  • Invoice Balance

  • is Pending Credit Note

Click on the image to see a full example of this given report:

We hope this improves your Cirrus experience. Remember to share this information and ask for help if you need it.

Date: June 17, 2024.

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