Performing End-of-Day Procedures

Printing Transaction Detail Reports

The Transaction Detail Report lists all the transactions for a particular posting date or date range. You can generate this report for all offices, providers, and users, or by selected office, provider, or user, or any combination.

You can also select which types of transactions to include.

To see a sample report, click here.

To generate a Transaction Detail Report:

1. Select Reports > Financial > Transaction Detail. The Report Criteria fields are displayed.

2. The Posting Date is the current date by default, but you can use these fields to select a different date or a date range for the report.

3. The Posting Office is the current office by default, but you can select All Offices or a different office for the report.

4. Select a provider, or All Providers.

5. Select a user, or All Users.

6. Under Type, select All, Charges, Payments, or Adjustments. You can also include specific codes with payments or adjustments.

7. Under Sort by, select Posting Date or Patient.

8. Click Generate Report.

9. When you set the criteria for the report, click Save Criteria to keep these settings for future reports.