Total Receipts with Providers Report

The Total Receipts with Providers Report generates a list of all payments that have been entered within a selected date range, separated by providers. The report can be found in both the Reports and Bank Slips tabs.

Run the Report 

Option A:

1. Go to Location Management > Reports tab

2. Open Total Receipts with providers report

Option B:

1. Go to Location Management > Bank Slips tab

2. Reports menu > Total Receipts with providers

   1. Location: Select the location or <All> to base this report on, if applicable

   2. Date: Select the period to base this report on

   3. Provider: Select the Provider(s) to include in the report

   4. More: Click to show all payment methods accepted by the practice. User can then select payment method(s) to be included in the report.

   5. Show inactive providers as well: Tick to include inactive Providers

   6. Show totals only: Tick to view total amount only - patient details will not be shown in the report

   7. Show providers from any Location: When a specific location is selected in Location field, tick the box to include providers from all locations
      

Report Details

Full Details Report

Total Only View

Total Receipts Report

Accounting: Invoices and Receipts Over a Period Report