AR Transactions CSV

Description:

This report displays a list of actions taken on invoices sent out by the agency.

Use:

This report can be exported to Microsoft Excel and used by accounting to view payments made within a specified period.

Limitations:

N/A

Filters

This report can be filtered by:

Field

Description

Company

The selected company.

Location

The selected location.

Team

The selected team.

Admit Type

The selected admission type.

Payor

The selected payer.

Batch Number

The selected batch number.

Date From

The beginning date in the selected range.

Date To

The ending date in the selected range.

Sorting

This report can be sorted by:

Field

Description

Transaction Date

Sort the report by invoice transaction date.

Client Name

Sorts the report by client name.

Report Output

Each column of the report displays:

Field

Description

Batch

The batch number associated with the invoice.

Invoice

The invoice number.

Client

The name of the client associated with the invoice.

Chart

The client’s Chart ID number.

Admit Type

The client’s admission type.

Payor

The client’s payer.

Date

The date of the invoice.

Type

The type of transaction associated with the invoice.

Cash

The amount paid by the client.

Adj (Adjustment)

The amount adjusted on the invoice.

Comments

Any comments associated with the invoice.

Grand Totals

The total of all invoices.

Sample Report

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