What is the Summary Report?

This reports provides users with the following information:

• Total Appointments
• Total Visits
• Total Diagnoses
• Total Procedures
• Total Copay

Information on the following is broken down by Patient and Plan:

• Total Charges
• Total Payments
• Total Receivable
• Total Cash Payments
• Total Check Payments
• Total Credit Card Payments,
• Total Other Payments
• Total Received

Follow the workflow above to land on the ‘Summary’ screen.

Users can define the criteria to generate the required information on the ‘Summary’ report.