Unposted Payments Report

With the Unposted Payments Report function, you can print a report of the transactions currently stored in the Unposted Payments function for a specified range of dates. Select one or more sort options and a date range; if you select multiple sort options, a separate report is generated for each option.



Data Field Information
Prompt Response Req Len
Print in Patient Order If you want to print the report in patient order, select this check box.   1
Print in Payment Code Order If you want to print the report in payment code order, select this check box.   1
Print in User Code Order If you want to print the report in user code order, select this check box.   1
Print in Date Order If you want to print the report in payment date order, select this check box.   1
Print in Location Order If you want to print the report in location order, select this check box.   1
Print in Resp Doctor Order If you want to print the report in responsible doctor order, select this check box.   1
Print in Dr Assigned to Pmt Order If you want to print the report in order of the doctor assigned to the payment, select this check box.   1
Print in Payment Method Order If you want to print the report in payment method order, select this check box.   1
Summary Only If you only want to print a summary, select this check box.   1
Print From Date Type the start date for the date range you want included on the report, or click the calendar icon to select a date.   10
Print Through Date Type the end date for the date range you want included on the report, or click the calendar icon to select a date.   10

Sample Report

The report header includes the practice name, report title, the sort option selected (for example, Sorted by Date), and the date range covered.

If Summary Only is not selected, the information included on this report is: the patient account number (Acct), patient name, payment date (Pmt Date), payment type (Pmt Type), payment method (Pmt Method), payment code (Pmt Code), amount, location (Loc), payment doctor (Pmt Dr), and responsible doctor (Resp Dr). Subtotals print for each grouping based on the sort option selected, followed by a Grand Total of Payments at the end of the report.

If Summary Only is selected, the report prints totals for the sort option selected.