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, Date of Service, or Check Date).
Notes
- If a patient transaction includes a date entered by an Insights user, that date will be used for reporting and filtering in the patient section.
- The "Date Posted" for insurance payments is the date the procedure remittance was posted in the system.
Filters Supported
- Time Range: Date Posted, Date of Service, Check Date
- Patients
- Providers
- Payers
- Facilities
- Encounter Tag
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