Transaction Report

With the Transaction Report function, you can print a report showing the total charges, payments, and adjustments sorted by any combination of Performing Doctor(s), Location(s), Billing Group(s) and Types of Visit(s).

Data Field Information

Prompt	Response	Len
Doctor(s)	Select the Doctor(s) you want from the Doctor list. If you want to select multiple non-contiguous doctor codes, hold down the CTRL key while clicking each doctor, then release CTRL. If you want to select a range of doctor codes, click on the first code to select it, scroll down to the last code in the range, hold down the SHIFT key and click on the last code.	8
Location(s)	Select the Location(s) you want from the Location list. If you want to select multiple non-contiguous location codes, hold down the CTRL key while clicking each location, then release CTRL. If you want to select a range of location codes, click on the first code to select it, scroll down to the last code in the range, hold down the SHIFT key and click on the last code.	8
Billing Groups(s)	Select the Billing Grups(s) you want from the list. If you want to select multiple non-contiguous codes, hold down the CTRL key while clicking each code, then release CTRL. If you want to select a range of codes, click on the first code to select it, scroll down to the last code in the range, hold down the SHIFT key and click on the last code.	8
Type of Service	Select the Types of Visits you want from the list. If you want to select multiple non-contiguous codes, hold down the CTRL key while clicking each code, then release CTRL. If you want to select a range of codes, click on the first code to select it, scroll down to the last code in the range, hold down the SHIFT key and click on the last code.	8
From Date	Type the Beginning date for the report or click the calendar icon to select a date.	10
Thru Date	Type the Ending date for the report or click the calendar icon to select a date.	10

Sample Report
Note: this report does not include patient account details.