Scroll

Accounting/Financial Reports Quick Start Guide

Overview
These Reports deal with every transaction made in MacPractice.

Layout
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.

Accounts Receivable
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.

Earned Receipts
The Earned Receipts report displays payments applied to procedures performed by the selected Provider(s).

Gross Receipts
The Gross Receipts report gives information regarding all payments entered for a selected time period, whether they are applied or unapplied.

Negative Adjustment
The Negative Adjustment report can be used to find negative adjustments associated with a given date range and/or type.

Positive Adjustment
The Positive Adjustment report can be used to find positive adjustments associated with a given date range and/or type.

Provider Adjustments
The Provider Adjustments can be used to find provider adjustment associated with a given date range.

Refunds
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.

Reversed Payment
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.

Sales Tax
The Sales Tax report can be used to find information on tax charged over a given time period.

Statements Sent
The Statements Sent By Providers report lists Account Statements, Incident Statements, eStatements, and Statements printed through the Statement Manager.

Unapplied Balance
The Unapplied (Credit) Balance report displays information on unapplied payments and negative adjustments.

Other Guides

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments