Adding the Patient Payment Report

Go to the Reports section, then under EMR select Connect.
Click the icon with a plus sign in the toolbar to create a new Connect report entry.
When asked to select the Report, scroll under the Claim header and find Patient_Payment_Report
Type a description, input desired parameters (including to set the desired date type, and if you want a specific patient chart, multiple patient charts, or all* patient charts), and then select Next.
Select the desired fields for the report to show, or simply select 'All.' Then hit 'Finish,' then 'Close,' to complete adding the report. The available fields are as follows: