Discover the bug fixes in the August 2026 mobile release. Explore improvements to appointment scheduling, clinical features, and eRx functionality across your practice.
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. Pres...
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 wil...
The sixth tab listed under the Financial Transaction Report is the Transfers tab. Here is where you can see appointments that have been transferred to patient responsibility and to a secondary payer. The controls available include: Date or ...
The fifth tab listed under the Financial Transaction Report is the Patient Payments tab. Here is where you can see patient payments added for the parameters you set. The controls available include: Date or Date Range Debits ...
The fourth tab listed under the Financial Transactions (fka Day Sheet) is the Adjustments tab. Here is where you can see what adjustments were posted to patient accounts. The controls available include:
Date or Date Ra...
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 or Date Range Debit Date Type Credits/Adjustment/Tr...
The second tab listed under the Financial Transaction Report 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 Credits...