8.4 Payment Summary

The Payment Summary report provides a report for all payments posted. This includes Insurance Co. EOB/ERA Checks, Patient payments on both Self-Pay & Insured DOS visits, as well as payments on Extra Charges etc.

To Run A Payment Summary Billing Report:

• Report Type: Click the dropdown & select 'Payment Summary'.
• From Date & To Date: You can enter a 60 Day date range for any time period.
• Provider: For multi-provider accounts you can filter by provider.
• Insurance: Click the dropdown & select an Insurance Co. name to filter by payer, or leave it blank to view all.
• Click on Patient to search & filter by a specific patient, or simply run a report for all patients.
• View By Post Date or DOS: You can select to pull a report based on the Post Date, or by the actual DOS within the selected date range.
• Click Generate Report

The report will provide a breakdown of all payments by type, and also provide check details for posted checks.