Summary
This report tracks total collections (both insurance and patient) within a specified date range. It provides both detailed and summary breakdowns of all payments posted in the system based on the selected date range and date type (either Date Posted or Check Date).
Notes
- The date type filter must be set to "Date Posted."
- If a patient transaction includes a user-inputted date in Insights, that date will be used for reporting and filtering in the patient section.
- The "Date Posted" for insurance payments refers to when the procedure remittance was posted in the system.
- The Insurance Company filter is currently not supported.
Filters Supported
- Time Range: Date posted
- Providers
- Patients
- Facilities
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