Payment Tracking Summary

Track the total payment amount that was deposited in a specific date range using this report. Payments are initially grouped by location and can be further broken into insurance classes and individual payments.

  1. Navigate to the Payments menu and select Payment Tracking Summary
  2. Enter a From and Through Date, and any other search criteria as desired. 

  3. Click Search. The results will be displayed.

Report Layout

The initial results display payments that were deposited during the specified date range and are grouped by Place of Service.

Drilling down on a specific location will show all payments made in that location, during the specified date range, and grouped by insurance class.

Lastly, if you drill down a second time, you will be shown the insurance class broken down by individual payments. Each entry will also display which patient the payment is tied to.

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