Total Receipts with Providers

The Total Receipts with Providers Report generates a list of all payments that have been entered within a selected date range, separated by providers. The report can be found in both the Reports and Bank Slips pages.

Run the Report

1. Click the navigation menu > Management > Reports page

   or 

2. Click the navigation menu > Management > Bank Slips page

   1. Total Receipts with providers report

   2. In the Reports parameters window:

      1. Location: Select the location or <All> to base this report on, if applicable

      2. Date: Select the period to base this report on

      3. Provider: Select the Provider(s) to include in the report

      4. More: Click to show all payment methods accepted by the practice. User can then select payment method(s) to be included in the report.

      5. Show inactive providers as well: Tick to include inactive Providers

      6. Show totals only: Tick to view total amount only - patient details will not be shown in the report

      7. Show providers from any Location: When a specific location is selected in Location field, tick the box to include providers from all locations
         
         

Report Details

Full Details Report

Total Only View