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
- Patient Payment Date Type
- Include Future Appts
- Provider
- Office
- Exam Room
- Insurance
- Procedure Code
- Code Category
- Payment Profile
- Trace Number
- 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
- Patient Flags
- Patient
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. The diagonal arrows will maximize the report on your screen.
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.
