Monthly Transaction Summary Report
The Monthly Transaction Summary Report breaks down the details of billing transactions for each practice location(s) by month.
- Navigate to the Reports menu and select Monthly Transaction Summary.
- 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.
- Select the Month and Year for each drop-down menu. Month options are 1-12 and the Year dates range from the current year to 11 years prior.
- The search results below show the summary of monthly transactions. Select Total Associated Payments, to drill down further.
- New Patients: Display a count of initial evaluation CPT codes within the reporting period.
- Visits: A count of the billable visits within the reporting period. (visit = finalized daily note)
- Procedures: Displays the number of billable procedure codes within the reporting period.
- Total Charged: The total dollar amount of charges.
- Total Collected: The total dollar amount collected from any source.
- Total Associated Payments: Displays the total dollar amount of payments applied to the claims billed within the reporting period.
- Total Associated Adjustments: Displays the total dollar amount of unbilled charges for the reporting period.
- The Total Associated Payments drill-down shows a breakdown of charges and payments by insurance class.
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.