Payment Entry Productivity Detail

Overview

Purpose

This report analyzes payment entry productivity for multiple sources.

Detail

Created

CSV or Excel

How to Get Here?

From Portal:	From Back Office:
From the Reports tab, locate the Payment Entry Productivity Detail report. Click Edit for the report. Enter/select filter criteria on the Criteria page. Click Run Report.	Open the Manage menu and select Reports. From the Reports page > Modern tab, select the Payment Entry Productivity Detail report from the list of reports. Click Run (or press [Alt] + [R]). Enter/select the filter criteria from the Parameters window. Click Run (or press [Alt] + [R]).

(Click an image to enlarge)

Field	Description
Practice	The practice associated with the payment.
Remitter	The name of the person or payer who remitted the payment.
Check Number	The check number of the check making the payment.
Payment ID	The unique identification number assigned to the payment when it is created.
Account ID	The account number of the guarantor account.
Claim ID	The identification number issued to the claim associated with the payment.
Amount	Total amount of the payment.
Posted	The status of the payment, Yes if posted.
Created By	The name of the user creating the payment in Connect.
Created Date	The date the payment is created in Connect.
Posted Date	The date the payment was posted in Connect.
Posted By	The user who posted the payment.

Option	Type	Required	Description
Date	Drop Down	Yes	Filters transactions displayed by the selected time period. Options include: Custom Date Range, Last # of Days, Today, Previous Day, Current Month, Previous Month, Current Year, and Previous Year. By default, this filter is set to Current Month. If Custom Date Range is selected, the From and To fields are enabled to enter specific dates to run the query on. If Last # of Days is selected, the Last # of Days field is enabled to enter a specific number of days to run the query on.
Practices	List Selection	Yes	Filters by all practices or one or more practices for which payments were applied. By default, this filter is set to All. Only active practices are returned in the search results.
Creator	List Selection	Yes	Filters by all creators or by one or more creators of payments. By default, this filter is set to All.
Posted	Drop Down	Yes	Filters the results by the selected element. Options include: All, Posted, and Unposted. By default, this filter is set to All.
Chart	Checkbox	No	If checked, a graphic representation of the payment information (i.e. Payment Entry Productivity widget) is displayed at the top of the report. Available in Portal only.
Group By	Drop Down	Yes	Filters the results by the selected element. Options include: Practice, Creator, and Created Date.
Report Folder	Drop Down	Yes	Designates where to place or save the output from the executed report.