Patient Payment Reports

The new Patient Payment Reports provide users with the ability to get patient payment data for single, or multiple, for a given posting or service date range. The Practice Patient Payment Report will allow users to run for all patients to get patient payment totals for a given period of time. The When Practice Itemized Patient Payment Report is intended to be run for a single patient or a smaller group of patients, allowing the user to use the data exported to create custom individualized patient payment statement (generally used for annual tax purposes).

Practice Patient Payment Report

The first release will be the Practice Patient Payment Report which provides the practice with the payment total for the specified date range and specified patient or patients. This was a custom request made by a client.