Summary
The collections report provides an overview of all collected amounts—both insurance and patient payments—within a specific date range for your site.
Notes
- Columns labeled with
overall_are already aggregated and cannot be used to sum payments. - For example, if there is a column labeled
overall_amount_paidand another labeledamount_paid, use theamount_paidcolumn for aggregation.
- If a patient payment has a recorded payment date (entered by the user), this date will be shown instead of the system-generated payment date.
- The report does not account for the date of service. It only tracks the date when the payment was posted in our system.
- Insurance payments reflect what is posted in Insights and may not correspond to actual bank deposits.
- Insurance names are based on Athelas' insurance mapping. Contact your account manager if you need to update the mapping.
- Each insurance payment may be linked to a bank deposit through our Plaid banking integration. If you're interested in this feature, please reach out to Athelas staff.
Filters Supported
- Facilities
- Date Range: Date Posted
- Patients
- Rendering Providers
- Payers
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