This report is used to view and analyse a group of receipts by type/payment method. The report includes:

Patient Name, Amount of the receipt, Payor type, Provider, Allocated amount

• Running the Receipt Analysis report
• Understanding the report
• Receipt Adjustment Types

Running the Receipt Analysis report

1. Go to Administration - Reports and select Receipt Analysis.
   • Leaving the Provider(s) field empty will print a Receipt Analysis report for the practice; however an individual provider can be selected from the list by using the List button. Clicking the Multiple button will allow printing for a combination of Providers.
   • In the Payor field, highlight the payor types to be included. The Select All and Select None buttons can be used to select and clear selections.
   • Similarly, in the Payment Method and Receipt Adjustment Type(s) fields, highlight the methods to be included.
   • The From and To date fields will default to the current date. The From date can be back-dated to include more than one day’s receipts for the selected payors and methods included.
   • The Show Full Detail box is checked by default to include all information, but can be unchecked to display only summary information if required.
   • Click Print to send the report to the printer, Preview to preview on screen and then print from the Preview screen, Email to email a copy of the report to an email recipient, or Cancel to return to the previous screen.

Understanding the report

Your report will provide you with breakdowns for several payment methods;

• Cash, transactions processed as cash.
• Cheque, transactions processed as cheque.
• Credit Card, transactions processed as credit card.
• Other, any transaction processed as a payment method other than the above three options, excluding Adjustments will be stored under the title Other (this includes Bank Transfer, Debit Card, Direct Debit and Other).

The example below shows all payors and payment methods for the practice for a specified period of time:

Receipt Adjustment Types