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Tracking Payment Types

Any of the MacPractice reports that show payment amounts should show the payment types. The Daily Posted/Procedure Date Day Sheets or Gross Receipts will show the payment type and the amount that was applied under the type. For example, in the Report ability > Daily > select either Posted/Procedure Date Day Sheet.

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Enter the desired date range then click Apply. Once the line item appears, double click the desired line to bring up your Daily Report.

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  • Select either Payments or Deposit Slip -- these are the only two that will allow you to select the Payment Types.
  • Select the desired payment type from the list and the report should change automatically to display the payment type.
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