Patient Payments Transaction Report

Location: Tools

The Patient Payments Transaction Report lists all the payment activity for a single day. The report includes the following information for each transaction:

•Date

•Time

•Order ID

•Original Order ID

•Status

•Notes

•Patient Name

•Credit card type (e.g. Visa)

•Last 4 Digits of credit card

•Amount

•Sales Tax

The report also includes the total amount of payments (minus refunds and voids) and total sales tax.

To print a daily transaction report for patient payment activity:

1.Click MENU > Tools > Patient Payments Transaction Report.

2.Select Type.

•All Transactions

•Successful Transactions

•Refunded Transactions

3.Select Date or Date Range.

4.Enter the date(s).

5.Click SEARCH.

6.To print the report, click PRINT.

7.To refresh the report with recent changes, click REFRESH.