This guide explains how to easily generate a report that shows collected patient payments, including details about what payments were collected and when. Follow these steps to filter, view, and print the report as needed.
Steps to generate a patient payments report:
Step 1: Log in to the Application:
- Start by logging into the system with your username and password.
Step 2: Access the Transaction File:
- Once logged in, go to the File menu and select Transaction File to access the report generation section.
Step 3: Select Payment Option:
- In the Transaction Filed dropdown, select the Payment option (highlighted in blue) to focus on payment-related transactions.
Step 4: Choose Payment Subtype:
- From the Sub Type dropdown, select Patient Payments to filter the report specifically to patient payments.
Step 5: Set the Date Range:
- Use the Start Date and End Date fields to specify the date range you want to review. This helps narrow down the report to a specific time period.
Step 6: Select User Added Payments:
- In the Added by User dropdown, choose the name of the user who entered the payments to filter results by a specific user.
Step 7: Generate the Report:
- Click on the Review Result button to generate the report based on your chosen filters.
- Use can download pdf, print, send a fax, pdf file in an email from the generated report.
Step 8: Print the Report:
- If you want to print a physical copy, click on the Print Report button to print the generated results.
Step 9: Clear Filters for New Report:
- If you need to run a new report with different criteria, click the Clear button to reset the selected filters, allowing you to enter new search parameters.
This method provides a clear and easy way to run a detailed report of patient payments, allowing you to review, print, or reset your selections at any time.
0 Comments