Reports > Financial > Pmt Method

The Payment Method Report tracks payments by Post To Date.

You can run it three ways:

1. Payer – this breaks down the report by Patient or individual Insurance Company
2. Payment Method – This breaks down payments by Payment Method, often the same as Check ID.
3. Check Number – Similar to Payment Method, but further breaks down payments by individual checks.

You can further break the report down by specific Procedure or Service.

With “Details” checked

You can get down to the individual payment level:

NOTE: If there are discrepancies between totals in the Payment Method report and the Cash Receipts or Therapist Commission reports, they are usually caused by providers not being listed in Fee Sheets of encounters at either the Line Item or Rendering Provider level.

Finally – none of our reports pull in the financial information of Undistributed Balances on any ledger entries.

Please make sure all payment balances are fully posted before running any financial reports.