Daily Payments Report
In Standard Reports, in the Daily section, click Payments.
Calendar: In the first calendar select the start date. In the second calendar select the end date.
Providers: Highlight the providers to include. Select one or multiple providers, or click All to select all providers.
Include Unearned: Select this box to include unearned payments.
Clinics: Select one or multiple clinics to include, or check All to include all clinics, including clinics marked as hidden. Only paysplits for the selected clinic(s) will be included.
Group By: Select how payments will be grouped. Provider paysplits will still show separately.
Include hidden treatment planned prepayments: Determines whether treatment planned prepayments (hidden splits) are included on the report. The default for this setting can be set in Report Setup: Misc Settings.
All insurance payment types: Select the insurance payment types to include. To select specific options, uncheck All, then highlight items.
All patient payment types: Select the patient payment types to include. When All is checked, hidden payment types and income transfers will be included. To select specific options, uncheck All, then highlight items.
All Claim Payment Groups: Select the claim payment group (useful when many people enter payments at once). See Finalizing Insurance Payments to assign claim payment groups. To select specific options, uncheck All, then highlight items.
Click OK to generate the report.
For a description of toolbar buttons, see Complex Report System.