Included in the Financial Transactions report is the option to run a report for a specific insurance. To find the report Navigate to Billing > Financial Transactions On the Summary Tab, locate the Insurance option. Press...
The seventh tab listed under the Financial Transactions Report is the All Data tab. Here, you can view all the information corresponding to the parameters you set, including Debits, Credits, Adjustments, Patient Payments, and Transfers. You w...
The sixth tab listed under the Financial Transactions Report (Day Sheet) is the Transfers tab. Here is where you can see appointments that have been transferred to patient responsibility and to a secondary payer. As with other sections of the...
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:
Dat...
The fourth tab listed under the Financial Transactions (fka Day Sheet) is the Adjustments tab. Here is where you can see charges added for the parameters you set. The controls available include:
Date Range
Adjustme...
The third tab listed under the Day Sheet is the Credits tab. Here, you can view the payments added for the parameters you set. The controls available include:
Date Range
Credit Date Type Patient Code Category Pr...
The second tab listed under the Day Sheet is the Debits tab. Here, you can view the charges added for the parameters you set. The controls available include:
Date or Date Range
Debit Date Type Patient Code Category Provi...
DrChrono has made significant improvements to the report known as the Transactions Report (fka Day Sheet). It will now allow you to dig down into the financial information from your practice. Let's look at an overview: F...