Payment/Adjustment Summary Report

The Payment/Adjustment Summary report shows all payments and adjustments applied to a company over a specified period of time. For more detailed information on payments or adjustments by practice and/or location, check out the Payments By Location and Adjustments By Location reports. 

  1. Navigate to the Reports menu and select Payment/Adjustment Summary.
  2. Enter a Start and End Date for the Date Range. and click Search.
  3. The search results display below showing all Payment Codes used and their totals in the first top section, followed by Adjustment Codes used and their totals in the bottom section. Click on a Payment Code or Adjustment Code to see all patient accounts to which that code was applied.
  4. A list of patients and payment/adjustment 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.