Financial Transactions Report

DrChrono has made significant improvements to the report known as the Financial Transactions report (Day Sheet).  It will now allow you to dig down 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: Firs...

The second tab listed under the Day Sheet is the Debits tab. Here is where you can see charges added for the parameters you set. The controls available include: Start Date Stop Date Debit Date Type Patient Provider...

The third tab listed under the Day Sheet is the Credits tab. Here is where you can see payments added for the parameters you set. The controls available include: Start Date Stop Date Credit Date Type Patient ...

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: Start Date Stop 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: Sta...

The sixth tab listed under the Financial Transactions Report (fka Day Sheet) 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 Payment...

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...

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