Financial Transactions (fka Day Sheet) Updates: Credits tab

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.


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The controls available include:

  • Start Date
  • Stop Date
  • Credit Date Type
  • Patient
  • Provider
  • Office
  • Exam Room
  • Insurance
  • Procedure Code

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Once you have set your parameters, the report will populate. You can use the up/down arrow on the right side to sort the information in numerous ways.


You can also export the report to CSV or Excel by clicking the 3 vertical dots. The report will be generated and available in your message center.