Invoice Payment Report

Invoice Payment Report

The Invoice Payment Report contains information about the patient payments associated with their invoices in the selected date range.

Why you need it?
This report helps you view all invoice payments as well as payment type and payment date made in the selected date range.

Hover the cursor over to your name at the top right corner. A drop-down menu will open.


2. From the dropdown list, click on the 8th option - Reports.



3. On the Reports window, go to the Batch Reports section on the left side of the screen. Click on Invoice Payments Reports. A pop-up window will open.



4. Enter the following details to generate this report:

a. Select the
date range
b. Select the
provider from the drop-down
c. Click "
Generate Report"



5. Click on the "Message Center" link on the top navigation bar. Download the Invoice Payment report by clicking the download link. The report will look like this.




Column Field Descriptions:

Field Name

Description
Service Location ID
This is a system generated unique identification number of the clinic's service location.
Practice Name
 The practice name where services took place.
Patient Name

The patient's name associated with an appointment on a given day.
Seen By
 This column shows the name of the provider who rendered the service to the patient

Patient Name

The patient's name associated with an appointment on a given day.

DOS - Date of Service

The actual date of service or the date when the invoice (month/date/year format) created in a patient-specific visit.
Payment Date 

The date when the payment was done by the patient.
Amount Paid 
The amount paid by the patient as per the invoice.
Discount 
The discount amount will be reflected in this column if provided to the patient.

Service Codes (Collection of CPTs and Services)
 This column lists down all the service codes or services provided to the patient.

Payment Type

The type or mode of payment, such as cash, check, EFT, debit, write-off, credit card terminal, etc.

Paid By 

This column indicates who made the payment, typically patient.
Check NumberIf the patient or family member made the payment through a check, the check number will be shown in this column.
User
The User column shows the name of the staff member/provider who took the payment.

For additional help finding a report or data you are looking for, try our 'Reporting Matrix'.

Click the attachment to view a sample of the Invoice Payment Report.

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