patient deposit detail

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Robin
Posts: 72
Joined: Wed Sep 14, 2011 2:55 pm

patient deposit detail

Post by Robin » Mon Aug 08, 2022 8:59 am

When I post a patient payment in the deposit screen, is there a report I can run that shows where the payment was applied? The payments are usually applied to multiple dates of service, and I need something that shows how much and what date of service it was applied to, I tried to click on the detail button and print that, but it doesn't show or print the date of service it was applied to. Under the date of service, it prints the deposit date. Thank you!

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Gavin Walker
Posts: 4640
Joined: Wed Apr 04, 2007 10:11 pm
Location: Springfield, MO
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Re: patient deposit detail

Post by Gavin Walker » Wed Aug 10, 2022 9:01 am

Yes Robin, you can right-click on the Deposit record and select View Deposit Detail to see how it was applied.
Gavin Walker
Walker Tek Solutions, LLC
417-890-6777 x0
fax: 417-763-6386

Robin
Posts: 72
Joined: Wed Sep 14, 2011 2:55 pm

Re: patient deposit detail

Post by Robin » Thu Aug 11, 2022 7:13 am

Thank you, that is helpful. Is there a way I can edit that report to include the amount of the deposit?
Thanks!

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Gavin Walker
Posts: 4640
Joined: Wed Apr 04, 2007 10:11 pm
Location: Springfield, MO
Contact:

Re: patient deposit detail

Post by Gavin Walker » Thu Aug 11, 2022 9:35 am

Although that displays on the screen, it does not print out on the print grid. You'll need to design a custom report for that. I'll put in a request for that enhancement.
Gavin Walker
Walker Tek Solutions, LLC
417-890-6777 x0
fax: 417-763-6386

Robin
Posts: 72
Joined: Wed Sep 14, 2011 2:55 pm

Re: patient deposit detail

Post by Robin » Thu Aug 11, 2022 12:33 pm

Ok, thanks for your help!

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