Monthly Transaction Summary Report

The Monthly Transaction Summary Report breaks down the details of billing transactions for each practice location(s) by month.

  1. Navigate to the Reports menu and select Monthly Transaction Summary.
  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. 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.
  3. The search results below show the summary of monthly transactions. Select Total Associated Payments, to drill down further.
    1. New Patients: Display a count of initial evaluation CPT codes within the reporting period.
    2. Visits:  A count of the billable visits within the reporting period. (visit = finalized daily note)
    3. Procedures: Displays the number of billable procedure codes within the reporting period.
    4. Total Charged: The total dollar amount of charges.
    5. Total Collected: The total dollar amount collected from any source.
    6. Total Associated Payments:  Displays the total dollar amount of payments applied to the claims billed within the reporting period.
    7. Total Associated Adjustments: Displays the total dollar amount of unbilled charges for the reporting period.
  4. 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.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.