Duplicate Payment Summary Report

The Duplicate Payment Summary Report shows if there is a payment amount duplicated on a charge line with the same deposit date and check number. 

Let’s review how to run and filter the report!

1. Navigate to the Payments menu and select Duplicate Payment Summary.

2. Enter the required search criteria, then click Search.

   

   1. The Company defaults to the company you’re currently logged into. Use the drop-down menu to select a different company.
   2. The search By defaults to deposit date. Use the drop-down to select either Deposit Date or Posting Date.
   3. You can choose to select a From and Through Date. You can enter today’s date by typing 00 into the date field. 
3. The list of patients displays below.
4. You have the option to filter what displays in the list by clicking the filter icon next to the column header.
5. Then, select the items you want to filter by and click Filter.
6. You can also change the order of the list by descending or ascending order. To do this, click on the column header and it will change the order of the list.