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 ...