The Transfers Report
The Transfers Report will generate a summary of charge balances that were satisfied using QuickPractice's transfer feature. The report will detail the date and the amount of the transfer, as well as to who the balance transfer was made -- insurance or patient.
To generate a Transfers Report, follow the steps below.
1. From the Reports menu, choose the Transfers 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 a particular Patient or Provider you specify.
3. Click the Print button to print out a copy of the report.