Overview
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Sample Reports
(Click an image to enlarge)
Portal
Back Office
Field Definitions
Field | Description |
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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. |
Available Report Filters
Option | Type | Required | Description | ||
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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.
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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.
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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.
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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. |