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Income Reports

 

 

Reports > Financial Reports > Income Reports

 

Billing Doctor: Select the billing doctor using the lookup folder or type ALL to pull report for all doctors in your practice.

Treating Doctor: Select the billing doctor using the lookup folder or type ALL to pull report for all doctors in your practice.

Sort Report Data By: You can sort the report in several different orders by: DOS [Date of Service], Entry Date, Responsibility, Name or Payment Type.

Date Type: You can also designate the date range as by DOS [Date of Service] or Entry; which is the computer date at the time the payment was entered.

Start Date/End Date: Enter a date range for your report based on the Date Type selected.

Include Adjustments: Check this option if you wish to include adjustments on the report.

NOTE: You can designate certain CDT codes as Adjustment Codes so that they will be categorized appropriately on reports containing adjustment information.

Click Go to generate the report.

Reports > Financial Reports > Income Reports > Sample Report Format