Summary
This report details all payments within the specified date range, listed sequentially by the date of posting. The report has breakdown options by Location(s) or Orthodontist(s).
Results will display
- Location
- Patient
- Responsible party
- Insurance company
- Payment type
- Location
- Orthodontist
- Group
- Amount
**Please note that this is a gross report.
To access report
Step 1- Click on Reports the Reports again from the drop-down menu.
Step 2 - To find the report you can either enter the report name; Receipts, in the search box or you can select Financial then scroll to find the report.
Screen shot below shows Receipts entered in the Search box to locate the report
Screen shot below shows clicking on "Financial" to scroll to locate the report.
Step 3 - Enter a Date Range then select Breakdown By.
Screen shot shows Breakdown by Location
Screen shot shows Breakdown by Orthodontist
As always, if you have any further questions, please do not hesitate to reach out to Cloud 9 Support by emailing us at cloud9support@planetdds.com, or chatting us online using the chat bubble on the lower right at https://cloud9support.planetdds.com/hc/en-us, or giving us a call during our business hours of 8:00 AM EST to 8:00 PM EST at the 1.800.394.6050 option 2.