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This report contains the following sections:
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Filter Options
This report is based on the date the payment was applied to a charge. It does not take into account any unapplied amounts, and does not take into account the payment's Posted or Procedure Date.
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You can run the report to detail receipts by account, provider, or both. When you are done selecting your filters, click Apply to see your results, which will differ depending on whether it’s by Account or by Provider.
Earned Receipts By Account Results
Unexpanded
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Account: The first column displays the account number where the payment was applied.
Primary Last, First: The second column shows the name in the Primary tab of the account.
Earned: The final column reflects the total amount of applied payments.
First Expansion
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Payment: The first column of the expanded view lists the payment type, such Check, Cash, Card, Insurance, and so on.
Posted Date: The next column displays the date the payment was posted.
Total Payment: The third column lists the total amount of the payment.
Applied to Matching Charges: The final column shows the amount of the payment that was applied to charges that match your report criteria.
Second Expansion
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Patient ID: Shows the specific patient ID number for the patient the charge was entered under.
Procedure Code: Procedure code the payment was applied towards.
Code Modifier: Modifier that was listed on the charge, if any.
Procedure Date: The Procedure Date of the charge.
Fee: The total fee for the charge.
Tax: Lists the tax charged for the procedure, if applicable.
Payment Applied: The amount of the selected payment that was applied towards the charge.
WriteOff: The amount of any write-offs posted towards the procedure.
Open Portion: The unpaid balance on the charge.
Date Applied: The date the payment was applied to the charge.
Provider: The User ID of the provider listed on the charge.
Place Of Service Code: The place of service listed on the charge.
Earned Receipts By Provider Results
The Earned Receipts by Provider report is simpler than the Earned Receipts by Account. This report has only four columns.
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