These Reports deal with every transaction made in MacPractice.
Here is an overview of every report available under Accounting/Financial.
Accounts by Financial Status
The Accounts by Financial Status Report displays accounts on which a Financial Status has been set within the Account tab of the Patients ability.
MacPractice Accounts Receivable (commonly abbreviated as A/R) is a calculation of your total outstanding balance.
Day Month Year
The Day Month Year report gives an overview of an office's financial activity for a selected day, month, and year.
The Earned Receipts report displays payments applied to procedures performed by the selected Provider(s).
The Gross Receipts report gives information regarding all payments entered for a selected time period, whether they are applied or unapplied.
The Negative Adjustment report can be used to find negative adjustments associated with a given date range and/or type.
The Positive Adjustment report can be used to find positive adjustments associated with a given date range and/or type.
The Provider Adjustments can be used to find provider adjustment associated with a given date range.
The Refunds Report is used to find payments (either insurance or patient payments) that were refunded during a given date range, or to find payments posted during a selected date range that have been refunded.
The Reversed Payment Report is used to find payments (either insurance or patient payments) that were reversed during a given date range, or to find payments posted during a selected date range that have been reversed.
The Sales Tax report can be used to find information on tax charged over a given time period.
The Statements Sent By Providers report lists Account Statements, Incident Statements, eStatements, and Statements printed through the Statement Manager.
The Unapplied (Credit) Balance report displays information on unapplied payments and negative adjustments.