What is a Detailed Report?

This report provides a detailed report of charges and payments for a given

• Location
• Plan
• Provider/Resource
• Date Range

There are four sections in the report, one each for

• Charges
• Payment
• Adjustment
• Transfer

Data can be searched by the following:

• Location
• Provider
• Plan

This can be done by selecting choices from the corresponding drop-down menus to modify search parameters.

Users can also select how the report date is organized by one of the following:

• Patient Name
• Transaction Date
• System Date
• Location
• Orders Payments

To print the report, follow the workflow mentioned above to land on the ‘Detailed’ tab.

Click on ‘Print’ to generate a report according to selected search parameters.