COT Costs Exceed Invoices Report

This report identifies Payment Plans where the costs incurred so far are greater than the instalments that have been invoiced to date.
You can review these plans to determine if the value or frequency of instalments should be altered to ensure that costs are covered throughout treatment.

The report can be by provider, or for multiple providers, or for a single Provider category.
You can choose whether full COT details are included, or the report is in summary format only.

To run the COT Costs Exceed Invoices report:

1. From the Reports menu (Administration > Reports) select "COT Costs Exceed Invoices":

2. Enter a provider code in the "Provider(s)" field, or click in the field and use the  or  button to select one.
   For multiple providers, click the  button and select the providers you want to include.
   For providers belonging to a particular Provider Category, enter a Category code in the "Provider Category" field, or click in the field and use the  or  button to select one.

   

3. Click in the "Include full COT details" checkbox if you require the details on the report.

   

4. Click the Preview  button if you want to check the report details before you print it, otherwise click the Print button.