This report lists all patient charges collected across all date ranges.
The All Patient Charges report reflects all visit charges associated with a date of service. “Other” charges, package purchases, and additions to the credit balance will not be reflected in this report. Package and Credit Balance funds will only populate in this report when they are allocated toward a date of service.
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.