At a Glance
For the health of any medical practice, or any business for that matter, regular audits of transactions are a standard best practice. Here’s how Athelas can get you your daily, weekly or monthly financial data with ease.
Here’s How to Do It
In the Patient Responsibility page, choose the Transaction View tab and click Transaction Report.
Filter by time range, Rendering Provider and/or Facilities. You can also toggle visibility of credit card payments on or off. Then click Confirm.
After you click Confirm, a Payment History Report folder will download to your computer.
It contains CSV files of Aggregate Metrics, Processed Transactions and Transactions by Charge. It also contains a PDF of the Transactions by Charge for an easy viewing experience.
- Aggregate Metrics shows a single line of all totals in all categories — Outstanding Balance, Paid Cash, etc.
- Processed Transactions shows all payments, refunds and write-offs that successfully went through.
- Transactions by Charge shows individual charges assigned to patients, including any credits added.
The PDF is included for an easier viewing experience at a glance. It looks like this:
Done!
If you need to reconcile your cash drawer for a specific day, here is the guide.
📢 Further Assistance
We’re here to help! Please get in touch with support@getathelas.com if you’d like some hands-on assistance.
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