The Transactions Report


The Transactions Report will display a summary of all transactions (payments, charges, write-offs, credits) made inside your practice within a specific date range. Use this report to research what types of transactions you use most within your practice. 



To generate a Transactions Report, follow the steps below.

1. From the Reports menu, choose Transactions Report. The blank report will be displayed.

2. This report provides various options. From the drop down menu you can choose to view data that was entered within a bracket any one of the automatic dating options specify -- such as This Week-to-Date or Last-Year-to-Date. From the Filters screen, you can chose to specify a more specific date range by choosing to view data that falls within the To and From dates you pick by using the calendar function. Also, from the Filters screen, you can view data relevant to the Patient, Provider or Case Type you specify.

3. Click the Print button to print.