Collection Payment Summary

The Collection Payment Summary report tracks payments that fall within a selected Status category, either for a specific Patient or for all Patients. One of its uses is to report monies collected for Services with a Status of C (Collection) to your collection agency.

Filter Selection

• Patient: Either specify a single Patient or leave blank to search among all Patients.
• Status: C=Collection; I=Pending Insurance; P=Release to Patient; X=Under Select one or leave blank to search among all Statuses.
• Range: Filter by Posting Period, Date Range, or Closing Run.

The Report

Example above shows the report filtered for all Patients, Status P, Date Range 08/01/13-08/22/13 (the first row has been expanded to show detail). Clicking on the Patient ID brings up the Patient record. Clicking on the Encounter ID brings up the Encounter.