Patient Payments Report

This report is only available for organizations with the Patient Billing module.

The Patient Payments Report displays all payments and adjustments made within a specific date range. This report is useful for tracking the amount collected during a particular time period and for reconciling daily bank deposits.

Generating the Report

Let's review how to create the Patient Payments Report!

1. Navigate to the Reporting section.
2. Under Billing Reports, click Patient Payments Report.
   
   
3. Update the filters to instruct the system on how to generate the report.
   
4. Click Run Report.
   
5. To download the report, select Download.
   
   
6. To include data from the last 24 hours, select Refresh Data.
   

Available Filters and Definitions

• The Selected Practices filter allows users to filter search results based on the practice that claims were submitted under.
  
• The Start Date and End Date instruct the system to include payments received within the set range. 
  
  

Viewing the Report

This report generates a table where each line displays a transaction and its Action Type, which can be Paid, Declined, Refunded, or Applied (if adjusted).To view an example of this report, click here.

Columns and Definitions

Row Name	Definition/Calculation
Organization, Patient Name, Patient ID, and Practice	Patients > Patient > Profile
Facility, Action, and Method	Patients > Patient > Patient Billing > Payments
Adjustment and Short Code	Patients > Patient > Patient Billing > Patient Billables
Payer Name, Amount, Transaction ID, Deposit Date, and Source.	Patients > Patient > Patient Billing > Payments > View

Helpful Hints

Download the report to Excel and apply a filter under Find and Select to exclude any adjustments for a comprehensive view of current collections.

• Patient-Level Patient Payments Report -Demo.xlsx 20 KB