To generate a report that shows only the payments recorded:
- Click the word “Reports”
- Click the word “Daily Report”
- Select the report “Daily Journal"
- In the "Report Criteria" you may select Detail or Summary
- If the practice has multiple locations and the enterprise wishes to understand the amount of Collection for all locations, you may select "Office Group" and select the locations you want on the report
- Indicate the desired date(s) for the report
- Remove the checkmarks from the “Services” and the “Adjustments” boxes
- Click the Print / Preview button to generate the report to the Adobe window for viewing and printing
NOTE: “Detail” reports will show patients names. If the office wishes to generate the report data but does not indicate the patient names, the “Daily Journal – Summary” should be generated.