FI3007 - Payer Financial Summary

Function:

Detailed report displaying financial activity by billed payer.  Information pulls directly from Charge Entry and Payments and Adjustments areas.  Only posted transactions are reported.

 

Usage:

• Enter the desired date of service range.
• Report will display all financial activity for that period.
• Grouped by payer including case count for each transaction category.
• This report can be generated for zero-balance accounts only.

 

Hints and Tips:

• Unposted transactions are not included in this report.
• The Billing Days Calculation is now based on the days flagged as Available in Administration > Configuration > Center Configuration on the Scheduling tab. The Average Billed Days total for this report can be balanced against the Billed Days column in the DE5500 report if run for the same criteria AND the items without a Bill Date in the DE5500 are excluded from the calculation, as the FI3007 does not include unbilled visits.

 

Sample Output:

For more information on report output options, view Reports Overview help page.

 

Report Filter: