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.

1. Go to the Reports section, then under EMR select Connect.
2. Click the icon with a plus sign in the toolbar to create a new Connect report entry.
    
   
   
3. When asked to select the Report, scroll under the Claim header and find Patient_Payment_Report 
4. 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. 
   
5. 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:
   

To run this report, perform the following steps:

1. If you just created the Practice Patient Payment Report, click the refresh icon on the toolbar:
   
   
   
2. Select the newly created report in the list.
3. Click the drop-down next to the hammer and wrench icon on the toolbar. Then click Run Report.
   
   
   
4. You should see the results on your screen. If desired, you can click the Excel icon at the top to export these results:
   
5. This is an example of the report export you can expect when choosing all fields: