Patient Payment Deposit Slip

The Patient Payment Deposit Slip report displays patient payments/copays by patient/received date. It displays the payment received from the patient by the practice.

To generate the Patient Payment Deposit Slip report:

1.In the Report Type Section;
•To group the report by received date, select Received Date.
•To group the report by facility and provider, select Facility and Provider.
2.In the Date of section;
•To generate report based on the dates of payments received, select Received date.
•To generate report based on the dates of payment posting, select Posted date.
1.Enter or select the date using the Calendar icon.
2.Select the Facility(s) to include by using the drop-down menu.
3.Select the Provider(s) to include by using the drop-down menu.
4.Start typing the patient name and select using smart search results.
5.Select one or more payment modes for which report needs to be generated.
3.Select the User Name(s) to include by using the multi select drop-down menu.

*Note: The “User” refers to the user who created that charge.

4.In the Sort By field:
•To sort the report by payment modes, select Payment Mode.
•To sort the report by patient name, select Patient Name.
•To sort the report by users, select User Name.
5.Click the Generate Report button. The report will be displayed in the screen below.

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