For defined dates and/or by Pay Type
This report prints all payments, adjustments, or any single pay type you select from the pop-up lists. If you wanted to print a report of just insurance payments, you would select From Pay Type to be “2” or you could select a range of Pay Types.
Complete all steps, as needed, and click Continue to view or print the report.
By Specific Carrier
For this report you just enter the Start and End dates. You can select just one carrier if you wish; otherwise all insurance carriers will be used.
Payments posted by user (short and long)!
These reports find all the payments posted for the user on the range of dates entered. If no specific user is entered, all users will be found for the report. The condensed version does not show where every single payment from a check went; it produces a report that can be used as a deposit slip.
Payments from Charge Cards
This report will print all payments posted for all credit cards (and patients).
When ready click Continue to view or print the report.