Summary
This report provides a breakdown of all cash and card transactions, including payments recorded in Insights or processed via credit card. It also includes any insurance virtual cards processed through Insights.
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, no virtual card transactions will be displayed.
Filters Supported
- Patients
- Facilities
- Providers
- Date Range: Date Posted
- Insurance Company IDs
Insurance Virtual Card Filters
- Insurance
- Date range: Date posted
- If any other filter is passed, then we don’t show virtual card transactions.
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