Financial Transactions Report

DrChrono has made significant improvements to the report known as the Financial Transactions report (Day Sheet).  It will now enable you to delve into the financial information from your practice. Let's look at an overview: ...

DrChrono has made significant improvements to the report known as the Transactions Report (fka Day Sheet). It will now allow you to dig down into the financial information from your practice. Let's look at an overview: F...

The second tab listed under the Day Sheet is the Debits tab. Here, you can view the charges added for the parameters you set. The controls available include: Date Debit Date Type Patient Include Future Appts Code Categ...

The third tab listed under the Day Sheet is the Credits tab. Here, you can view the payments added for the parameters you set. The controls available include: Date Credit Date Type Patient Include Future Appts ...

The fourth tab listed under the Financial Transactions (fka Day Sheet) is the Adjustments tab. Here is where you can see charges added for the parameters you set. The controls available include: Date Adjustment Dat...

The fifth tab listed under the Financial Transactions Report (Day Sheet) is the Patient Payments tab.  Here is where you can see patient payments added for the parameters you set. The controls available include: Dat...

The sixth tab listed under the Financial Transactions Report is the All data tab.  Here is where you can see all the information corresponding to the parameters you set.  Including Debits, Credits, Adjustments, and Patient Payments.  You will need...

Included in the Financial Transactions report is the option to run a report for a specific insurance. To find the report Navigate to Billing > Financial Transactions (Day Sheet)                     2.  On the Summary Tab, locate th...

A video walkthrough of the Financial Transactions report. ...