How to run a report based on the appointment's payment profile
An option has been added to advanced reports that will allow you to pull a report based on an appointment's payment profile.
You could pull a report of all appointments that have a payment profile of cash, insurance, insurance out-of-network,...
How do I Run a Report for a Specific Payment Method?
To get a report on different Patient Payment methods, please follow the steps outlined below:
1. Navigate to Billing and select Financial Transactions ( Day Sheet) .
2. Enter the Date range and click on the Patient Paym...