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:
- Date Range
- Patient Payment Date Type
- Patient
- Code Category
- Payment Profile
- Provider
- Office
- Exam Room
- Insurance
- Procedure Code
- Include Moved Cash
- Select Yes if you want to view revenue listed for a certain period (could include payments that were originally posted on one day and then moved to a different posted date)
- Select No if you want to view revenue by the original posted date, perhaps to verify against bank deposits
- Include Future Appointments
- Patient Flags
Once you have set your parameters, the report will populate. The diagonal arrows will maximize the report on your screen. The up/down arrow will sort the information in numerous ways. Options to export the report are under the three vertical dots. The generated report will be available in your downloads.
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 downloads.
