Entering Providers, Employers, and Schools > Running Provider, Employer, and School Reports
The Collection Summary report generates a list of collection amounts generated for the selected provider during a specific date range.
To run the Collection Summary report:
Select Reports > Practice Management > Collection Reports > Summary. The Output Options window is displayed.
Select an output option and click OK. The Collection Summary Report Setup window is displayed.
Select a collection date range from the drop-down lists.
In the Doctors section, click the drop-down arrow to select the ID numbers for the providers you want to include in the report, or leave 999 in the first field to include information for all providers.
To include the details for each transaction in the report, select Include Detail Transactions.
Click OK.
Additional Collection Summary Report Information:
Related
Job Aid:
End
of Year Reports