📣 We have moved! All of the most up-to-date information on WebPT Products can be found in its new home on WebPT Discover.

Payments By Location Report

The Payments by Location report shows payments broken down by practice and/or location. 

  1. Navigate to the Reports menu and select Payments by Location.
  2. Enter your search criteria and click Search.
    1. The Company defaults to the company you’re currently logged into. Use the drop-down menu to select a different company, if applicable.
    2. The Practice and Location both default to All Practices. Narrow your search results by selecting a Practice and/or Location. Otherwise, you can leave these fields set to all.
    3. You must select a Start and End Date for the deposit Date Range.
  3. The search results display below showing all Payment Codes used and their totals. Click on a Payment Code to see all patient accounts to which that code was applied.
  4. A list of patients and payment details will display. Click on the Patient ID to open the patient account.

Note: With this report, you have the ability to drill down, sort, and filter information to get to the key metrics that are important. To review how, click here.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.