How do I Run a Report for a Specific Payment Method?

 To get a report on different Patient Payment methods, please follow the steps outlined below:

1. Navigate to Billing and select Financial Transactions (Day Sheet).

2. Enter the Date range and click on the Patient Payment tab.

3. Under Group Patient Payment by Select Method.

4. Click on Update.

5.  If you want to export the data, click the green Action button and select Export Current Selection.  The report will generate and appear in your message center.