Charges & Pymts report

bkwrmz7 · Post by **bkwrmz7** » Mon Feb 08, 2010 11:12 am

I'm having a problem pulling a report that will show all payments per line item & charges per line item for a particular patient, all charges & pymts have been entered in the case, but all i can pull is the remaining balance, or the payments but not the payments & adjustments that were applied to that line item, can anyone help? Sorry, forgot to mention I'm using v9.
Thnx

Post by **Gavin Walker** » Mon Feb 08, 2010 11:34 am

You might try either a patient ledger or a standard patient statement and back-date your date from to when you want to see the details from.

bkwrmz7 · Post by **bkwrmz7** » Mon Feb 08, 2010 3:48 pm

I did, for some reason the statement are only showing the remainder amounts instead of everything, and the patient ledger is showing all charges then the payments at the end but not what line item the payment was applied to

Post by **Gavin Walker** » Mon Feb 08, 2010 6:32 pm

I am not aware of a report that shows how payments are applied, but we could write a custom report for you if you upgrade to v15.

What you can do is pull the patient up in the Quick Ledger. Then highlight the payment you have a question about. Then click the charge detail button to see how the payment was applied.