1. Reporting: Portfolio Info Report Collected payments and remaining balances owed ©2014 Comprehensive Finance, LLC

2. Move your cursor over the “Reports tab” and click “Portfolio Info”.

3. ©2014 Comprehensive Finance, LLC You can sort by status of your patient loans.

4. ©2014 Comprehensive Finance, LLC You can sort the report by any given time frame that your loans were established.

5. ©2014 Comprehensive Finance, LLC You can select to have this report downloaded in a PDF or Excel document.

6. ©2014 Comprehensive Finance, LLC Once you have selected your criteria click “Run Report” to download the report.

7. ©2014 Comprehensive Finance, LLC This columns shows the status of each patient’s loan.

8. ©2014 Comprehensive Finance, LLC The sub status explains why a patient’s loan was suspended, which means you are not collecting payment on these loans and the reason is stated in the sub status.

9. ©2014 Comprehensive Finance, LLC This column shows the “Remaining Principal” balance owed to your practice.

10. ©2014 Comprehensive Finance, LLC This column shows the “Payments Received” by your practice that were collected from patients and deposited into your practice’s bank account by Compassionate Finance.

11. ©2014 Comprehensive Finance, LLC At the bottom are totals for each column listed above.

12. Congratulations! Click “Next Module” to take the quiz. ©2014 Comprehensive Finance, LLC Next Module