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Late Fees Report

Run the Late Fees report to obtain a list of accounts with late fees ready to be posted. The report includes both the patient and the responsible party names, late fee policy description, number of days the account is past due, the total amount past due, and the amount of the pending late fee. Once late fees are posted to your accounts, they no longer appear on this report.

Get Started

Create Late Fee Policies - Use the Late Fee editor to set up your late fee policies for both contract payments and miscellaneous charges. You can base the fee on either an annual percentage rate applied to the amount that is past due, or a flat dollar amount. Because you might calculate late fees differently in different situations, you can define and select a late fee policy appropriate for each situation. See "Late Fee Editor" for details.

Assign Late Fee Policies - You set up your default late fee policies in your Financial User Options. You can change the late fee policy for individual contracts with the Contract Details editor, and choose a late fee policy for miscellaneous charges on the Responsible Party page of the patient folder.

Run This Report​

  1. Open the Report​

    • Home ribbon bar > Reporting section > Reporting > Financial > Late Fees > Run. (You can also use the Search field to find the report you want to work with.) You might also be able to run this report from your Recent Reports or Quick Reports list. See "Run Edge Cloud Reports" for details.

  2. Subgroup - You can optionally choose a subgroup to use to narrow the records to include on the report. Only records that fit your selected subgroup as well as all other report settings will be included. If you use a subgroup, the report will display the name of your selected subgroup just under the report name, so you know which criteria was used to generate the results. See "Subgroup Editor" for details.about creating subgroups.

  3. View Results - If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the Print Only option enabled will not show your results on the screen at all, but continue with the printing options.

  4. Manage Options and Output - With the results on your screen, you can choose the output with the toolbar at the top of the report window. See "Report Output Options" for details.

More Information

Report Title & Header - Whether you view the report on your screen or print it, the report title and run date appear in the header of each report page. If you used subgrouping or other report options, that information appears just under the report title so you know which criteria was used to generate the results.

Use Arrows to Re-Sort Report​

While viewing certain Edge Cloud reports, you can use the arrow beside certain column headings to re-sort the report according to that column's criteria. Click the arrows a second time to sort that column in reverse order, or click the arrows beside a different column to change the sort order again. (Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.)

Open the Patient Folder / Responsible Party Record​

While viewing some Edge Cloud reports, you can click a patient name or responsible party name to open that record. Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.

Correcting and Posting Pending Late Fees - Review this report carefully before you post your late fees. If you find a pending late fee that should not be posted, be sure to go to that account and make any necessary adjustments before posting the fees. See "Post Late Fees" for details.