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Reports to Reference
There are two reports that will be helpful for you to reference when reviewing your Statements: Client Payments, and Insurance Charges and Payments Ledger.
- Hover over the Management tab in the Navigation bar, then select Reports from the drop-down.
- Locate the Client Reports section, and click Client Payments to access the list of client payments during a specific date range.
- Locate the Income and Expense Reports section, and click Insurance Charges and Payments Ledger to access reports on any payments, adjustments, or charges for insurance payers during a specific date range.
Sections of your Statements
There are three main sections of your Statements, see below for information on how to best read each section.
Payments
This section includes any payments made in the previous month to date.
Current Charges
Please reference the Client Payment, and Insurance Charges and Payment Ledger reports.
Credits
If a Client payment was received as a check in the mail or credit card received on the providers behalf, those payments are applied as a credit on their account. This is calculated against the current balance, and that balance will be sent to the Provider.