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.

  1. Navigate to the Reports menu and select Practice Transactions by Month.
  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. 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 Date Range.
  1. 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.

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