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Daily Report - Daily Summary

The Daily Summary Report summarizes daily charges and payments for a specific Posted or Procedure date.

This documentation contains the following sections:

Filters
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  • Providers: Filters by the provider related to the day's transactions.
  • Offices: Filters by the office related to the day's transactions.
  • Date: Filters the report based on a specific Posted or Procedure date, as selected by the accompanying radio buttons.

Results
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  • Account#: The Account number to which a change in balance has been made.
  • Day's Charges: The charges made to the account for the day.
  • Patient Payments: The patient's payments on the account for the day.
  • Insurance Payments: The Insurance payments on the account for the day.
  • Day's Balance: The remaining Account balance related to the day's charges.
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  • Patient #: The patient number to which account transactions were applied for the day.
  • Patient Name: The name of the patient on the account to which transactions were applied for the day.
  • Day's Charges: The day's charges for the patient.
  • Day's Payments: The day's payments for the patient.
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  • Full Code: The specific codes or transaction types related to the day's charges and payments.
  • Description: The description of the transaction.
  • Fee: The fee amount related to the transaction.
  • Payments: The payment amount related to the transaction.
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    Chad Henderson

    Underneath the expand option where it shows the patients name, the patients name will not appear if the payment is unapplied. The patients name will shows as "UnappliedPayment".