Daily Journal by Provider (Detailed)

Created by Nicole Soler, Modified on Wed, 1 Apr at 3:20 PM by Nicole Soler

The Daily Journal by Provider (Detailed) report is used to review provider activity for a selected date. It identifies providers with charges on that day, verifies the services performed by each provider, and displays all transactions posted to the ledger.

To access this report, navigate to:
Reports > Daily Reports > Daily Journal

In the Report Criteria section, ensure the following fields are completed:

Report Format: Select Detail
Provider: Choose the specific provider(s) for whom you are running the report
Date Range: Enter the appropriate Start and End dates
Transaction Types: Select All or specify the relevant transaction types

Note: The amount shown in the report does not necessarily indicate that the full payment was allocated to the selected provider.