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


  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



 Payment method used within the report period 


 Total receipts amount paid via each payment method 


 Refund given via the payment method 


 Bounced payment attached to the payment method 


 Total receipts amount after refunds and bounced payments 

 Overall Total 

 Total amount from all payment methods 


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