How Do I Review Payments Entered Today?
Summary:
This report is used to review all of the payments entered for the day to ensure that everything that was received was entered into the system. The report can also be used each month to reconcile your bank statement.
Steps:
1. Click Reports > Financials > Payment Review.
The Payment Review dialog appears.
2. Select the Payment Date for which you are running the report. This defaults to the current date.
3. Select the Payment Type by leaving "? - All Payment Types" selected, or click to select a specific payment type. Only payments that match the payment type selected will appear in the report.
4. Select all Practices by leaving "? - Overall Practice" selected, OR click to select a specific practice. Only payments for the practice you selected will appear in the report.
5. Leave Summary selected if you want the report to simply show the individual payments and their payment type.
6. Click Detailed if you want to view the names of the patients who made the payments as well as the payment types.
7. Click Report.
Note the following:
- If the payment was checked as a direct deposit on the Enter Payment window, then Yes will appear in the Direct Deposit column.
- If the report includes a payment for two or more practices, it will be shown as follows:
- The Face Value column shows the total amount of the payment received from the patient or insurance company.
- The Total Amount column shows the amount allocated to the individual Practice for whom you are running the payment review report (see step 4 above).
- The difference between the Face Value and Total Amount is the amount that has been allocated to the other practice(s).
Product (s): ABELDent
Category: Financial
Classification: Public
Date Created: 13 Jan 2016
Created by: BrianN