Payments Reports

Use the Payments reports to view information about payments received and posted; as well as information about missed copays, adjustments, and denials.

These reports are located in the Payments section of the Reports menu, and include:

Payments Summary - This report provides a summary of all payments, summed by payment type, received over a period of time.
Payments Detail - This report provides a detailed list of payments, grouped by payment type, received over a period of time.
Payments Application Summary - This report shows a summary of payment applications over a period of time.
Unapplied Analysis - This report shows an analysis of the unapplied balance on payments.
Adjustments Summary - This report shows a summary of adjustments over a period of time.
Adjustments Detail - This report shows a list of adjustments over a period of time.
Denials Summary - This report shows a summary of denials over a period of time.
Denials Detail - This report shows a list of denials over a period of time.
Payer Mix Summary - This report shows the payer mix over a period of time.
Contract Management Summary - This report shows an analysis of average and expected allowed and payment amounts by primary insurance.
Contract Management Detail- This report shows a list of allowed and payment amounts by primary insurance.
Payment by Procedure - This report shows the average reimbursement by procedure code over a period of time.
Missed Copays - This report shows a list of encounters for which the patient did not pay the copay required by the primary insurance.
Payments Application - This report shows detail information about how an individual payment from an insurance company, patient or other payer has been applied to charges.
Payment Receipt - This report provides receipt for payment made.