Monthly Reports

Articles

How do I get a Daily Report with Insurance Payments, Adjustment and Patient Payments Listed?
The Day Sheet screen provides you with a day-end report.  The report is based on the payment posted date, check date, or deposit date.   Hover over the Billing tab and select Day Sheet. Enter the date you would like to reflect o...
What is the Product/Procedure option?
The Product/Procedure Report will show you what CPT/HCPCS/Custom and ICD-10 codes have been billed throughout your practice, along with detailed patient information if you need to dig deeper. Offices use this report to identify the most use...
Video: Product Procedure Report
Watch this video and see how the Product Procedure Report can assist your practice. ...