Running the Practice Patient Payment Report

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: