Select File > Print > Accounts Receivable > Line Item Accounting, and then the report you want.
The criteria window for that report is displayed.
Security access levels for these reports are set in the Printing section of the Security Access Settings window.
Use this report to view distributions by a specific Producer or Production owner, for a specified date range.
Set the report criteria:
Next to Distributions made between, double-click the blank fields to select a date range.
Select Producer or Production Owner, and then select All, or a specific provider.
Under Patient accounts to include, select All or a specific account.
If you want the report to include more specific details of the payments and actual distributions, select Include Details.
If you select Include Details, you can also select Start a new page for each producer's details, so that portions of the report can be distributed to the producers while maintaining privacy.
If you want the report to include cross settlement details, select Include cross distributed adjustments.
Click OK. The Document Configuration window is displayed.
You can select a printer, Print to Printer, Print Preview, or select Advanced to configure and save printing options for this report.
Use this report to view distribution details by a specific Producer or Production owner, for a specified date range.
Set the report criteria:
From the Print Distribution Audit Report window, double-click the blank fields to select a date range.
Select Producer or Production Owner, and then select All, or a specific provider.
Under Patient accounts to include, select All or a specific account.
Click Separate report for each producer if you want multiple reports for individual producers.
Click OK. The Document Configuration window is displayed.
You can select a printer, Print to Printer, Print Preview, or select Advanced to configure and save printing options for this report.
Use this report to review estimated production by producer or production owner.
From the Print Estimated Net Production Report window, double-click the blank fields to select a date range.
Select Producer or Production Owner, and then select All, or a specific provider.
If you want the report to include more specific details of the payments and actual distributions, select Include Details.
If you select Include Details, you can also select Start a new page for each producer's details, so that portions of the report can be distributed to the producers while maintaining privacy.
Click OK. The Document Configuration window is displayed.
You can select a printer, Print to Printer, Print Preview, or select Advanced to configure and save printing options for this report.
Use this report to identify all payments that are posted, but not fully paid, credited, or distributed. This report is useful for calculating what a producer is owed when leaving the practice, or to determine distributions when patient accounts are split.
Set the report criteria:
From the Print Unpaid Production Reports window, select whether to print the report by Producer or Production Owner.
Select to print the report for All, or a specific provider.
Select to include All patients, or a specific patient.
Select Include estimated write offs to include a column on the report with the estimated outstanding insurance write offs. This amount is subtracted from the Unpaid portion.
If you want the report to include more specific details of the payments and actual distributions, select Include Details.
Under Transactions to include, select All transactions or Transactions newer than __ months.
Click OK. The Document Configuration window is displayed.
You can select a printer, Print to Printer, Print Preview, or select Advanced to configure and save printing options for this report.
Use this report to track payments based on specific procedure codes.
Set the report criteria:
From the Print Payment by Procedure Report window, select whether to print the report by Producer or Production Owner.
Select to print the report for All, or a specific provider.
Select which Treatment codes to include: All or a specific code.
If you choose Specific, use the buttons to select a Tx code or Tx class to include.
If you want the report to include more specific details of the payments and actual distributions, select Include Details.
Click OK. Document Configuration window is displayed.
You can select a printer, Print to Printer, Print Preview, or select Advanced to configure and save printing options for this report.
This report is the same as the Payment by Procedure Report, that enables you to generate the report for insurance companies and plans.
Set the report criteria:
From the Print Payment by Procedure Report window, select whether to print the report by Producer or Production Owner.
Select to print the report for All, or a specific provider.
Select which Treatment codes to include: All or Specific.
If you choose Specific, use the buttons to select a Tx code or Tx class to include.
Under Insurance companies/plans to include, select All or Specific.
If you choose Specific, use the buttons to select which companies or plans to include.
If you want the report to include more specific details of the payments and actual distributions, select Include Details.
Click OK. The Document Configuration window is displayed.
Use this window to select a printer, Print to Printer, Print Preview, or select Advanced to configure and save printing options for this report.