Using the Payment Listing by Poster and Date

The Payment Listing by Poster and Date exports directly to an Excel workbook, with two different sheets. On each sheet are columns for Adjustment and Non-Payment Adjustment amounts, which can be excluded in the report parameters.

The sheets are:

  • Payment Poster: This sheet gives summarized information by poster, eschewing line level detail in favor of understanding whole payments posted. The Transaction Count column shows the number of individual line-level transactions captured by each payment line shown:

  • Payment Poster Detail: This worksheet shows the same information as Payment Poster, but in detail and with patient information.