Reporting need

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hrw911
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Joined: Thu Jul 14, 2011 4:19 pm

Reporting need

Post by hrw911 » Tue Jul 03, 2018 2:25 pm

Is there a report (besides running the patient day sheet which gets super long) that will show me a total of payments received during a date span totaled for each patient?

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Gavin Walker
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Re: Reporting need

Post by Gavin Walker » Thu Jul 05, 2018 8:37 am

There is the Patient Account Summary under Plus Pack that gives a more compact listing. AR Tracker on Medisoft Advanced v22 or higher can list all patients with a balance and you can drill down to see all their claims.
Gavin Walker
Walker Tek Solutions, LLC
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fax: 417-763-6386

hrw911
Posts: 194
Joined: Thu Jul 14, 2011 4:19 pm

Re: Reporting need

Post by hrw911 » Thu Jul 05, 2018 9:00 am

The patient account summary doesn't show totals for the amount paid on a per patient basis. I'm looking for something that does that.

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Gavin Walker
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Re: Reporting need

Post by Gavin Walker » Thu Jul 05, 2018 10:40 am

I see payments there. Sounds like you need a custom report.

hrw911
Posts: 194
Joined: Thu Jul 14, 2011 4:19 pm

Re: Reporting need

Post by hrw911 » Fri Jul 06, 2018 11:57 am

The payments are shown on a line by line basis, but it doesn't show them totaled at the bottom for each patient.

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