Daily Payments Report  

The Daily Payments report is a list of all payments for a specific date or date range.  It can be filtered by type of payment, provider and clinic.

In the Main Menu, click Reports.  In the Daily section, click Payments.

Calendar:  In the first calendar select the start date.  In the second calendar select the end date.  Since this is a daily report, you typically only run a single date, but you can also include as large of a date range as you wish, this is useful if the officd sees patients only a couple of days per week.

Providers: Highlight the Providers to include in the report. Press Ctrl while clicking to select multiple providers, or click All to select all providers.

Group By:  Select how the report should be sorted.  Provider splits will still show separately.
  - Check: Payments will be grouped by check.
  - Patient:  Payments will be grouped by patient name.

Insurance Payments:  Check this box to include insurance payments in the report.

All patient payment types:  Check this box to include all Payment types, or uncheck the box and select specific payment types.

Clinics:  Select the clinics to include in the report.  This only shows if Clinics is enabled in Show Features.

Click OK to generate the report.