---
title: Open Applications Report
description: The Open Applications Report is a great tool to re-engage patients who have not completed the application process and encourage conversion to an active payment plan
---

1. [Help Center](https://helpcenter.healthcarefinancedirect.com/help?hsLang=en)
2. [ Reports ](https://helpcenter.healthcarefinancedirect.com/help/reports?hsLang=en)
3. [ General Reporting ](https://helpcenter.healthcarefinancedirect.com/help/reports?hsLang=en#general-reporting)

May 11, 2026

# Open Applications Report

## The Open Applications Report is a great tool to re-engage patients who have not completed the application process and encourage conversion to an active payment plan

### To run this report;

- Log in to the [provider portal](https://provider.healthcarefinancedirect.com/)
- Navigate to the **Reports **tab
- Select the report titled Open Applications
- Enter the date range you wish to view

To search any column, simply enter keywords in the responsive search bar or under each column header.

![](https://helpcenter.healthcarefinancedirect.com/hs-fs/hubfs/image-png-May-11-2026-10-21-45-2570-PM.png?width=670&height=383&name=image-png-May-11-2026-10-21-45-2570-PM.png)

- To export the report, simply click download to view it in Excel

### Glossary

| **Field** | **Description** | **Example** |
| --- | --- | --- |
| App ID | The unique identifier for the Contract. | 123456 |
| Provider ID | The unique identifier for the Provider. | 123456 |
| Name | The name of the patient that applied for financing. | Jane Doe |
| Created On | The date the application was submitted for this Contract. | 01/01/2024 |
| Email | The email address belonging to the applicant. | test@test.com |
| Phone | The phone number belonging to the applicant.  | (888) 777-8888 |
| Status | The current status of the application | Approved |
| Total Cost | The total treatment cost recorded in the application. | $1,000.00 |
| Patient ID | The providers internal ID number used to identify the patient/client in their office. | abc-123 |

To better understand the status column, see the article [Understanding Account and Payment Plan Status](https://helpcenter.healthcarefinancedirect.com/help/understanding-status?hsLang=en)