Filter: Patient Name, Begin Date, End Date, Provider
Header: Title, Date report was run
Column Data: Service Date, DX Codes, Procedure, Qty, Modifier, Fee
Footer: Total Service Charges, Total Patient Payments, Total Insurance Payments, Total Adjustments
Filter: Begin Date, End Date, Provider
Header: Title, Date report was run
Column Data: Code, Description, Tax Amount, Amount, Units, Average
Payer Payments: Checks, Ins credit Cards, Direct Deposit. Totaled and listed by payer. Payments and adjustment totals. Payments and adjustments during reporting period for single provider only.
Footer: Total AR Balance, Total Procedure Charges, Total Tax Amount, Take Backs, Total Cash, Total Co-Payment Amounts, Total Checks, Total Co-Payment Count, Total Checks Ins, Total Provider Reductions, Total Direct Deposit, Total Gross Sale, Total Discover, Total American Express, Total Visa, Total Master Card, Total Take Backs, Total Payments, Total Adjustments Minus, Total Adjustments Plus, Total Write Off, Total Collections, Total Adjustments, Total Adjustments + Payments
Filter: Start Date, End Date
Header: Title, Date report was run
First Section:
Summary of all charges created in the reporting period. Summary of all payments and adjustments applied to charges during the reporting period. Column data: Claim Number, Patient Name, Type (Service or Payment), Date (DOS or Payment), Service, Amount
*Bold lines are charges that have payments applied to them in the reporting period but the charge was created outside of the reporting period. Theses bold charge(s) will not be applied towards total procedure count or total procedure value.
Payment Tool Entries
Summary of all payments accepted using the ‘Accept Payments Tool’. Column data: Patient Name, Payment Date, Payment Type, Check No, Notes, Amount Paid, Amount Applied.
Refund Payments
Summary of all refunds given in the reporting period. Column data: Patient Name, Refund Date, Payment Type, Check No, Notes, Amount, Total
Footer:
Column 1:
Total Patients: Unique patients that appear on this report.
Column 2:
Co-payments , Number of Co-pays: Counts and total all copays taken with copay tool OR set as copay using payment tool from the Manage Payment -> More Info screen.
Total Take Backs
Provider Reductions
Account Credit Applied
Column3:
Total Units/Charges
Cash
Checks
Check Insurance
Direct Deposit
Insurance Credit Card
Discover
AMEX
Visa
Mastercard
Total Payments
Total Adjustments Minus
Total Adjustments Plus
Collection
Total Adjustments
Payments + Adjustments
Total Refunds
Filter: Last Name Range, Insurance Company, Provider
Header: Title, Date report was run
Column Data: Claim#, Patient Name, Date of Birth, Insurance, Insurance Phone, DOS, CPT, Units, Balance
Footer: Total Units, Grand Total
Filter: Last Name Range, Insurance Company, Provider
Header: Title, Date report was run
Column Data:Claim#, Patient Name, Date of Birth, Insurance, Insurance Phone, DOS, CPT, Units, Balance
Footer: Total Units, Grand Total
Filter: Last Name Range, Insurance Company, Provider
Header: Title, Date report was run
Column Data: Claim #, Patient Name, Date of Birth, Insurance, Insurance Phone, DOS, CPT, Units, Balance
Footer: Total Units, Grand Total
Filter: Patient Name : Start Date : End Date : Show Payments option
Header: Patient Ledger
Column Data: Date Of Service, Procedure, Description, Diagnosis Code, Tax Amount, Amounts($)
Footer: Providers: Provider Name, NPI, Tax Id
Filter: Start Date : End Date
Header: Insurance Check Detail Report, Start Date, End Date
Column Data: Name, Claim#, Check Number, DOS, Procedure, Charge, Paid
Footer: Check#, Total Procedures, Total Paid
Filter: Start Date : End Date
Header: Electronic EOB Details
Column Data: Claim Number, Patient Name, CPT Code, Amount Charged, Reason, Amount Approved
Header: Clinic Info, Report Info
Column Data: Patient Name, Provider Name, Claim No., Fee, Cash, Check, Payer, Other, Adjustments
Footer: Patients-Cash, Patients-Checks Rcvd, Patients-Credit Card, Patients-Total Rcvd, Payer-Payments Check, Payer-Payments Direct Deposit(EFT),Total Payer-Payments, Patient Std Adjustment,
Payer Std Adjustment, Courtesy Discount, Total Charges, Total Received, Total Adjustment, Total Due, Total Collected, Collection Ratio
