2. Running cfs and Selecting Criteria

You can run cfs from the "Patient/Account Reports" section of Partner. You can also type cfs from a command prompt.

There are two types of lists found in cfs:

• Standard lists that appear on all systems. These include accounts that are Overdue, on a Budget Plan, who have Credits or have Bills Held by a flag.

• Customized lists based on your office's Account Flags. These include all of the Account Status Flags in the Table Editor (ted). If you add a new account flag and assign it to specific accounts, you will be able to work with those accounts using a report option in cfs.

The lists stored in cfs are created overnight. Transactions posted through the day will not affect whether an account appears on a list or not. No matter what changes you make to an account, they will remain on a list until the lists are recreated in the evening.