insurance vs cash payments

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jonesrdh
Posts: 46
Joined: Mon Apr 07, 2008 6:27 am

insurance vs cash payments

Post by jonesrdh » Tue Oct 08, 2013 1:13 pm

Is there a way to run a report that breaks down insurance payments vs cash and also even breaking down by insurance company?
Sorry I am the RDH and the receptionist was asking if I could check into how to do this. I don't often run reports. We are a fairly small office.

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Arna
Posts: 444
Joined: Tue Jul 09, 2013 3:16 pm

Re: insurance vs cash payments

Post by Arna » Wed Oct 09, 2013 8:49 am

You can very easily run a daily payments report- that will list all the payments from patients and insurance companies (they are totaled separately for you).
Go to Reports>Daily Payments
You can get a little more in depth with custom queries, but I'm guessing this one should do it for you.
Entropy isn't what it used to be...

Arna Meyer

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