Summary
This report provides a breakdown of all cash, check, and card transactions (processed through your Stripe card reader as well as any external card reader your practice may use). It also includes any insurance virtual cards processed through Insights.
Please note this report may take a minute to download.
It will look something like this:
Notes
- If any transactions appear in the "Unknown Payment Method" section, please contact Athelas staff immediately to classify them.
- The insurance virtual card report only supports certain filters. If an unsupported filter is applied, virtual card transactions will not be displayed.
Filters Supported
- Patients
- Facilities
- Providers
- Date Range: Date Posted
- Insurance Company IDs
Insurance Virtual Card Filters
- Insurance
- Date range: Date posted
Currently, if any other filter is used, virtual card transactions will not appear.
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