The Deposit Slip Report allows you to generate the detailed report about the patient payment, insurance payment, or both.
| • | Patient Payment: When you want to generate the report for the payments collected from patients only, select the Patient Payment option. |
| • | Insurance Payment: When you want to generate the report only for the payments collected from insurances only, select the Insurance Payment option. |
| • | Both: When you want to generate the report for the payments collected from patients and insurances both, select the Both option. |
To generate patient payment:
| 1. | Select the date range of received date for which you want to generate Patient Payment report. |
| 2. | Select a query from the drop-down. (You can create a query and saves it for future use. For example, you normally generate report for last week, you can select "Last Week" option from the drop-down list and save the query. In future, you can select that query from the drop-down list and generate the report.) |
* How to save query - Locate the Create New Query button on bottom right. Select your choice of search options and click Create New Query. Once created a query, it will appear in the Query drop-down list on top right corner.
| 3. | Select the Facility, Provider, Patient Category, Patient Name/Group, Payment Mode from the respective drop-downs for which you want to generate the report. |
| 4. | Select the users who collected payments from patients and insurances from the Collected By drop-down. |
| 5. | Click the Generate button to generate the report for the selected criteria. |
| 6. | Click the Export Data button to export the generated report in the excel file. |
| 7. | Click the Clear button to clear the selection on the screen. |
To generate insurance payment:
| 1. | Select one or more insurance types from the Insurance Type / Payer drop-down. Accordingly, the payers will appear in the Payer drop-down. |
| 2. | Select the Mode of Posting from the drop-down. It can be electronic or manual or both. |
| 3. | Enter check details such as, check number and the duration in which the payment was posted. |
Notes:
| • | Click the Feedback Form icon  to submit the feedback form. |
| • | Click the Help icon  to view the help file. |
