Receipt Analysis

The Receipt Analysis Report is used to view receipts collected over a specific time period, as well as missing tickets from the date range entered. The default will be set to today's date, but a user may run receipt reports at any point in time with this report, for a range of up to 31 days. A front office staff member may use this to reconcile patient payments taken in a day, or administrative staff may use this for auditing, reporting, or reconciliation.

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.
   
   

When users first open the Receipt Analysis, they will see a list of parameters to use for the report. After making selections from the below, they will choose the 'Search' option at the bottom right of the window to run the report:

1. Report Options: These parameters allow users to make changes to the underlying functionality of the report. 
   1. Receipt date range: The report will return only receipts with a receipt date in the range specified. This report has a maximum date range of 31 days. 
   2. Applied Amount: Allows a user to select if they'd like to display the applied amount on the Detail Reports or not. The user also has the option to select Unapplied Only, which will modify the whole report to only pull in the portion of qualifying receipts that remains unapplied. 
   3. Include Reversals: This denotes whether reversals should be included in the results.
2. Filters
   1. Service Location: This field filters on the location on the receipt.
   2. User: This field filters on the user who entered the receipt. 
   3. Payment Method: This field filters on the payment method of the receipt. 

1. When running this report, you will see multiple groupings of receipt data:
   
   
   
2. To drill-down into a section of data, right click on the tile to drill-down into a more detailed report or to export / print.
   
   
   
   
3. 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.
   
   

1. When running this report, you will see Missing Tickets Totals in the center-bottom tile. These are appointments that occurred over the entered date range that are missing claims.
   
   
   
2. To drill down into this data, right click on the tile to drill-down into a more detailed report or to export / print.
   
   
   
3. In the detail, you can review information on missing claims that may still need to be created:
   
   
   
4. 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.