Payment Analysis

1. Click Reports > Payment Analysis.
2. In the “Grand Total” tab, the overall billed amount for all types of appointments, insurance payment, patient payment, adjustment, and unpaid amount based on the billed amount is displayed in a Pie chart as well as in card view.

3. In the “Credits and Adjustments” tab, the insurance payments and adjustments made by payers based on the appointments are listed.

4. In the “Patient Payments” tab, the payments made by the patients based on the appointments and the mode of payment are listed.

5. In the “Charges” tab, the overall charges of the appointments based on the patients are listed.
6. To view the number of services provided and the charges assosciated to the services, click on the “DOS” button to view the details.

7. The “Unpaid” tab lists the pending amount to be paid by both the insurance payers and the patients for the appointments.

8. The payment information can be filtered based on “Patient”, “Facility”, “Payment Posted Date”, or by “Date by Service“.