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
- Provider
- Office
- Exam Room
- Insurance
- Procedure Code
Once the parameters are set, 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.
