The Unapplied Payments Report will display a summery of received payments that have yet to be applied to charges on a patient's account. This report will detail the date and amount of the payment as well as the method by which the payment was received. Use this report to help determine which accounts need to be reviewed in order to apply all available payments to outstanding charges. 

To generate an Unapplied Payments report, follow the steps below.

1. From the Reports Menu, choose the Unapplied Payments 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.