Using the Practice Summary to view Payment Listings

1. Open the Billing Portal in the lower left corner.
   
   
   
   
2. In the left-hand navigation pane, choose the Practice Summary from the Reporting section.
   
   
   
   
3. If this report has not yet been run, you will get a parameter window. Feel free to close this window.
   
   
4. Under Productivity Reports, select either the Payment Listing by Source and Date or Payment Listing by Poster and Date.
   
   

Depending on which Payment Listing report a user has chosen, they will see slightly different parameter windows. The Payment Listing by Poster and Date allows users to filter based on which user posted the payment, whereas the Payment Listing By Source and Date does not. After making selections from the below, they will choose the Search option at the bottom right of the window to run the report:

1. (Do not) Include Adjustments: This field allows the user to decide whether adjustments will be included in the resulting data.
2. Post Date: This report will show only payments and adjustments posted in the range specified. 
3. Users: Only available on the Payment Listing by Poster and Date, this field allows filtering on which users' claims will be counted in the report.

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

• ERA: This sheet shows all ERAs posted over the selected time period:
  
  
• Payer: This sheet shows all non-ERA payer batches posted over the selected time period:
  
  
  
• Import: This sheet shows all imported payments posted over the selected time period:
  
  
  
• Statement: This sheet shows all statement payments posted over the selected time period:
  
  
  
• Guarantor: This sheet shows all non-statement patient payments posted over the selected time period:
  
  

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.