The Detailed Payment Report allows practice user to view additional detail with regards to posted payments. Users can access the Detailed Payment Report by clicking the Reports tab and selecting Detailed Payment Report.

On the Detailed Payment Report screen, the user can select from the following report filters:

1.Select Date of Posting or Date of Service by clicking in the appropriate radial button.
2.Enter or select the date range for the Date of Posting/Date of Service by clicking theINSYNC~1_img29 icon.
3.Select the Facility(s) to include by using the drop-down menu.
4.Select the Provider to include by using the drop-down menu.
5.Start typing the Patient Name in the field below and select an individual patient to generate a Detailed Payment Report for from the Smart Search list.
Note: This allows the user to see all payments made by that patient.
6.Select the Payer to include by using the drop-down menu.
7.Select the Responsibility(s) to include by using the drop-down menu.
8.Select the Supervising Provider to include by using the drop-down menu.
9.Select the Claim Attribute(s) to include by using the drop-down menu.
10.Select the User(s) to include by using the drop-down menu.
Note: The “User” is the individual who posted the payment.
11.Select the Billing Entity to include by using the drop-down menu.
12.Select one or more Payment Modes using the drop-down menu.
13.Enter any check numbers to include in the Check # box.
14.Enter or select the date range for the Check Date by clicking the INSYNC~1_img29 icon.
15.Select the “Show Write Off Claim(s) Only” check box, if desired.
16.Enter the Sort by method to sort the report in ascending or descending order of any of the following fields: Patient Name, DOS From, or Claim Number.
17.Click the Generate Report button.  

Note: Insurance Unapplied Credit and Patient Unapplied Credit are based on date of payment posting.

Users can also export the report to Excel by clicking the Export to Excel button instead of Generate Report.

 

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