Distributed Payments Report

The Distributed Payments report shows payments that moved out of the Unassigned Payments and onto a charge line. It is important to track how the distribution of money from previous months was allocated. Note: This report can only be run within a 31 day period.

  1. Navigate to the Reports menu and select Distributed Payments.
  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. Choose a Start and End Date for either Posting Date, Date of Service, and/or Distribution Date
  3. Search results display below, showing patient payment amounts by posting date, deposit date, and distribution date.
    1. Posting Date: Date payment was applied.
    2. Deposit Date: Date used when applying payment.
    3. Distribution Date: The date the payment transferred from Unassigned Payments to an open patient balance or assigned charge.

Note: With this report, you have the ability to sort and filter information to get to the key metrics that are important. To review how, click here.
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