Monthly Statistics - Payments

The Monthly Statistics - Payments report is an Advanced Report which displays all payments entered in a given date range. This will list the amount of each payment and a grand total, combining insurance, provider and patient payments.

Views

This report has two views:

  • Table - The top of the report will break the information down into tables that are grouped by payment type. The headers are: Payment Type, Location, Doctor, Items and Amount. The final table will be an All Payments table where the totals of all providers at every location will be calculated.
  • Graph - The bottom of the report contains a pie graph that breaks down each payment type and shows a percentage for each.

Filters

This report has two filters:

  • Start Date - The starting date for the report. This will default to today's date.
  • End Date - The ending date for the report. This will default to today's date.

Sample Report

monthlypayments.PNG
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