Articles
Financial Transactions (fka Day Sheet) Updates: Overview
DrChrono has made significant improvements to the report known as the Financial Transactions report (fka Day Sheet). It will now allow you to dig down into the financial information from your practice.
Let's look at an overview:
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Financial Transactions Report (fka Day Sheet) Updates: Summary tab
DrChrono has made significant improvements to the report known as the Transactions Report (fka Day Sheet). It will now allow you to dig down into the financial information from your practice.
Let's look at an overview:
First, th...
Financial Transactions Report (fka Day Sheet) Updates: Debits tab
The second tab listed under the Day Sheet is the Debits tab. Here is where you can see charges added for the parameters you set.
The controls available include:
Start Date
Stop Date
Debit Date Type
Patient
Provider
O...
Financial Transactions (fka Day Sheet) Updates: Credits tab
The third tab listed under the Day Sheet is the Credits tab. Here is where you can see payments added for the parameters you set.
The controls available include:
Start Date
Stop Date
Credit Date Type
Patient
Pr...
Financial Transactions (fka Day Sheet) Updates: Adjustments tab
The fourth tab listed under the Financial Transactions (fka Day Sheet) is the Adjustments tab. Here is where you can see charges added for the parameters you set.
The controls available include:
Start Date
Stop Date ...
Financial Transactions (fka Day Sheet) Updates: Patient Payments tab
The fifth tab listed under the Financial Transactions Report (fka Day Sheet) is the Patient Payments tab. Here is where you can see patient payments added for the parameters you set.
The controls available include:
Sta...