The Transaction Activity report in Apollo helps track all financial entries, including charges, payments, credits, and adjustments. It's useful for reviewing past transactions, auditing accounts, monitoring provider performance, and identifying billing gaps.
Step 1: Sign in to Apollo
Open the Apollo Dashboard, enter your username and password, and click Login.
Step 2: Go to the Transaction File
Click the File menu at the top of the dashboard and select Transaction File from the dropdown.
Step 3: Select Transaction Activity
In the Transaction File screen, find the dropdown labeled transaction types. Choose Transactions – Transaction Activity to load all charge and payment activities.
Step 4: Apply Filters
Enter the required Start Date and End Date. You can optionally filter by:
- Clinician to focus on a specific provider’s transactions
- Account Type to see records related to insurance, self-pay, or corporate billing
Step 5: Generate the Report
Click Review Report. A list of all transactions matching your filters will be displayed with patient names, dates, amounts, transaction types, and providers.
Step 6: Print or Share
Click Print Results for a hard copy. Use Email, Fax, or Download PDF to share the report with others.
Step 7: Reset Fields
Click Clear to reset all inputs and filters. Enter new criteria and click Review Report again to generate another report.
This feature gives you full insight into your financial records, supporting better revenue tracking and operational control.
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