Find Receipts with Escrow
Working Escrow (unallocated funds) is a crucial step in managing Patient A/R.
- You can find Receipts with Escrow from multiple places in the System:
- Receipt Management Report
- Payment Dashboard
- Receipt History
Use the Receipt Management Report
- Select Reports on the left menu panel.
- In the Transactions Panel, select the Receipt Management button.
- Enter the Date Range or choose from the Date Span dropdown.
- Use any other applicable filters.
- Select Escrow Only.
- Select Run.
From the Payment Dashboard
- Select Payments on the left menu panel.
- All receipts still in Escrow will display in the Receipts with Escrow Panel.
- Receipts can be posted from this panel by selecting the receipt number link.
In Receipt History
Select Payments on the Left Side Menu and select the Receipt History link or enter an R in the Navigation Search Box.
- Select the Escrow Only and Include Balances boxes.
- Escrow Only: Only shows Receipts with Escrow.
- Include Balances: Adds the Patient Balance column.
- The visibility of this checkbox is controlled by the System Setting BALANCECOLUMN.
- Receipts can be posted from this panel by selecting the Receipt number link.