Payment Analysis

The Payment Analysis is used to track Payments Posted over a date range. This is broken out by location, payer, provider, code class, and more. This report includes Charges, Payments, and Adjustments.

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Step-By-Step Instructions


  1.  Open the Billing Portal in the lower left corner.


  2. In the left-hand navigation pane, choose the Payment Analysis from the Reporting section.


  3. Set your report date(s) with the date field. We generally recommend the Deposit Post Date.
    Otherwise Service Date, Service Post Date, and Deposit Date may be used for alternative reports.


  4.  Set any filters if needed, but leaving all fields blank will include all options available.


  5. Click the Search Button to run the Report

  6. Results will now be displayed in different breakouts. To drill-down into a section, right click on the tile to drill-down into a more detailed report or to export / print.


  7. To change any filters and re-run the report, click directly on the date button at the top of the window to open the Search Options screen.