Receipt Analysis

The Receipt Analysis Report is used to view receipts collected over a specific time period. The default will be set to today's date, but a user may run receipt reports at any point in time with this report. A front office individual may use this to reconcile patient payments taken in a day, or an Administrative individual may use this for auditing, reporting, reconciliation, and more. 

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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 Receipt Analysis from the Reporting section.


  3. Set your report date(s) with the date field. Include reversals in most 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.