The Collection Report provides a detailed overview of payments received from patients and insurance, offering insight into cash flow for a specified period.
To access this report, navigate to:
Reports > Daily Reports > Collection Report
Reports > Daily Reports > Collection Report
Within the Report Criteria section, complete the following fields:
- Collection By: Select Provider (or leave as None to include all collections).
- Report Format: Choose Detail.
- Date Range: Enter the desired start and end dates.
- Provider(s): Select the relevant provider(s) (or leave as All to include the entire office).
Once these criteria are set, the system will generate a detailed collection report. Please note that listed payments may not necessarily be allocated to a specific provider.
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