Financial Transactions Report: How to run a report for a specific insurance

Included in the Financial Transactions report is the option to run a report for a specific insurance.


To find the report

  1. Navigate to Billing > Financial Transactions (Day Sheet)

       

            2.  On the Summary Tab, locate the Insurance option.  

  

       3. Press the down arrow within the Insurance option.  Here you will be able to select or                        deselect which payers you would like the report to include.