An option has been added to advanced reports that will allow you to pull a report based on an appointment's payment profile. You could pull a report of all appointments that have a payment profile of cash, insurance, out-of-network insurance, a...
To get a report on different Patient Payment methods, please follow the steps outlined below: 1. Navigate to Billing and select Financial Transactions ( Day Sheet) . 2. Enter the Date range and click on the Patient Payment ...