Collection - Center Copay Collection Summary - Excel

Report Description

The Center Copay Collection Summary report is a detailed report of the co-payments collected for a center

Sample Report

Click here to view a sample of the report - Center Copay Collection Summary.xlsx

Accessing the Report

1. Click Reports, then select Room/Program
   

2. In the Quick Search, type center copay and select the Center Copay Collection Summary report
   

3. Choose the center or business level
   

4. Click Create Report. The report will open in an Excel workbook

Below is a list of fields that display on this report:

• Center: The name of the facility the child is enrolled within
• Family ID: The identification number assigned to the family
• Family Name: The name of the family within the Platform
• Parent ID: The identification number assigned to the parent or legal guardian
• Parent Last Name: The last name of the parent or legal guardian
• Funding Type: The third party sponsor assigned to the family
• Term Date: The date the family was terminated from the facility
• Current Month Copay: The current monthly co-payment assigned to the family
• Monthly Amount Deposited: The amount deposited by the family for the month
• Current Month's Balance: The current month balance for the family
• Last Payment Date: The date the family last made a payment to the facility
• Last Payment Amount: The total amount of the last payment made to the facility
• Previous Outstanding Balance: The previous outstanding balance for the family