This report relates specifically to 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.

Running 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 up and down arrows to select one.
   For multiple providers, click the Multiple button and select the providers you want to include.
3. Click in the Include full TP 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 or Email the report.