What is a Daily Report?

The ‘Daily’ report displays the day’s activity. including all charges and payments posted within that day. It is particularly useful in cases where the practice administrator needs to compare the amounts being displayed in the ‘End of Day’ report with actual details.

Follow the above mentioned workflow to land on the ‘Daily’ tab.

Data can be searched according to the following:

• Location
• Provider
• Plan

This can be done by using the drop-down menus. User’s selections in these fields modify what data is generated and displayed in the reports.

Also, users can select which date they would like to see daily activity for, according to either ‘Date-of-Service’ or ‘Transaction Date’.

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