How can I track payments applied to charges using the collection report?

The Collection Report provides an overview of payments applied against specific charges over a selected date range. It helps in tracking collections, identifying outstanding balances, and ensuring accurate financial records. Users can customize the report based on their requirements. The report also includes an option to factor in balance forward payments for a comprehensive financial analysis.

Steps to Follow:

Step 1: Log in to the application.

Step 2: Navigate to Reports >> Detail Reports >> Collection.

Step 3: Enter the required details or apply filters as needed.

Step 4: Choose "Payment Against Charges" as the Report Type.

Step 5: Set the Start Date and End Date to define the reporting period.

Step 6: Apply additional filters such as Patient Number, Office, Account Type, or Payor Code if necessary.

Step 7: Choose whether to Include Balance Forward Payments by selecting Yes or No.

Step 8: Click Print Report to obtain a physical copy.

Step 9: Click Preview Results to review the report before printing.

Step 10: If changes are needed, click Clear to reset filters and enter new criteria.