This report lists all patient charges collected across all date ranges, including visit and "other" charges. Credit Balance funds and Package visits used toward a date of service will also be displayed.
This report includes the following columns, all of which can be filtered:
Date: the date of service associated with the charge
Patient: the patient associated with the charge
Case: the case associated with the charge
Type: the charge type (these will be the same as the options present in the “type” drop-down for payment collection)
Location: the practice location associated with the charge
Amount Due: the total charge amount
Amount Paid: the total amount collected
Status: paid or outstanding (any payments not collected in full will reflect as outstanding)
Methods: the payment method associated with the charge (cash, check, package, etc)
This report can be exported as a CSV file by clicking the ‘download’ icon in the top right corner.