Practice Transactions by Month Report
The Practice Transactions by Month Report allows you to analyze details of billing transactions for each practice location(s) by month.
- Navigate to the Reports menu and select Practice Transactions by Month.
- Enter your search criteria and click Search.
- The Company defaults to the company you’re currently logged into. Use the drop-down menu to select a different company, if applicable.
- The Practice and Location both default to All. Narrow your search results by selecting a Practice and/or Location. Otherwise, you can leave these fields set to all.
- You must select a Start and End Date for the Date Range.
- The results below show the transactions by month broken down by new patients, visits, charges, payments, and adjustments for the search criteria selected. Note: Visit count is by date of service and the Payments/Adjustments are by deposit date.