Receipt Analysis
This report is used to view and analyse a group of receipts by type/payment method. The report includes:
Patient Name
Amount of the receipt
Payor type
Provider
Allocated amount.
To Run the 'Receipt Analysis' Report
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Go to Administration -> Reports and select ‘Receipt Analysis’:
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Leaving the Provider(s) field empty will print a ‘Receipt Analysis’ report for the practice; however an individual provider can be selected from the list by using the List button.
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Clicking the Multiple button will allow printing for a combination of Providers.
In the
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‘Payor’ pane, highlight the payor types to be included. The Select All and Select None buttons can be used to select and clear selections.
Similarly, in the
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‘Payment Method’ and ‘Receipt Adjustment Type(s)’ panes, highlight the methods to be included.
The
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‘From’ and ‘To’ date fields will default to the current date. The ‘From’ date can be back-dated to include more than one day’s receipts for the selected payors and methods included.
The
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‘Show Full
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Detail’ box is checked by default to include all information, but can be unchecked
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to display only summary information if required.
Click
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‘Print’ to send the report to the printer,
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‘Preview’ to preview on screen and then print from the ‘Preview’ screen, 'Email' to email a copy of the report to an email recipient, or ‘Cancel’ to return to the previous screen.
The example below shows all payors and payment methods for the practice for a specified period of time:
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