#470 - Insurance Payments Received
by Date and Payment Method - Summary and Detail (Deposit Ticket)
This is one of the two reports you need to reconcile the monies you receive daily with the deposit ticket and the monies on hand to be deposited. Since the back office may be receiving the insurance checks and the front desks are taking patient payments, the two reports are split - #460 is the Patient Payment report with only patient receipts and this report is an Insurance Payment report with only Insurance Receipts.
In this report, EFT, Check and Credit Card totals, if any, can be separated. With the Group by and Collapse functions you can see the amount of detail you need to audit amounts.
For more information on how this eyeReport can help you reconcile and save staff time, watch our 3 minute video!
Both the Insurance Payments and Patient Payments reports allow you to filter on:
- Posting Date
- Recorded By
- Payment Method
- Card Type
- Insurance Company Name
- OfficeMate Receipt number
- Recorded By
- Batch Number
Insurance Payments Received by Payment Method - Summary
Insurance Payments Received by Payment Method with Detail
This report has the detail by payment method already expanded for easy viewing. It includes all necessary information to see all details of the payment. Audit the payments posted to the actual payments on hand before a bank deposit.
Insurance Payments Received by Payment Method - Detail