Daily Reports: Patient Credit Account
Use this report to view credits that were credited and debited from patient credit accounts for a specified period.
Daily Reports: Practice Level Adjustments
Use this report to view Practice Level Insurance Adjustments (PLAs) for a specified period.
Daily Reports: Transaction Analysis
This report shows charges, payments, and adjustment transactions for a specified time frame based off of grid criteria (Charge/Payment date, Posting (Entry), Daysheet, Daysheet ID).
Daily Reports: Transactions for Check Number
The Transactions by Check Number report displays all transactions associated with a Check Number. This report will also show users a summary of payments collected or allocated to a specific payment method, transfer, or refund.