Payments & Adjustments Report
Use this report to find details on any transaction posted by User, date range, time, etc.
- Example: You notice on your Practice Analysis report that your Adjustments are unusually high. On the Payments & Adjustments Report, you can see exactly what those adjustments are.
Payments and Adjustment Transaction Codes
- IP: Insurance Payment
- PP: Patient Payment
- PRF: Patient Refund
- IRF: Insurance Refund
- PPC: Patient Collections Payment
- IPC: Insurance Collections Payment
- CO codes: Contractual Obligation
- CR: Corrections and Reversals - Credit
- OA: Other Adjustment - Credit
- PCA: Patient Credit Applied
- PD: Patient Debit Adjustment
- PDC: Patient Discount - Self Pay
- PR Codes: Patient Responsibility
- WOI: Write-off Insurance
- WOP: Write-off Patient
- WOCP: Write-off Courtesy Patient
- SBWO: Write-off Small Balance
- WOCOL: Write-off Small Balance
Filter Criteria
- Date Type: Post Date, Date of Service, Received Date, or Entered Date.
- Date Span: Choose the Date Range from the dropdown.
- Posted From/Posted To: Enter to compare totals with the Date Range chosen above.
- Reference Batch: Use to run specified Reference Batches.
- Receipt: Use to run specified Receipt number.
- Transaction Code: Use to run specified Transaction Codes
- Transaction Code Groups: Use to filter by specific Transaction Code Groups only, such as, Adjustments and Write-Offs in one code group.
- Primary Diagnosis: Use to filter by the Primary Diagnosis Code.
- Any Diagnosis: Use to filter on any Diagnosis Code regardless of position.
- Include Undone Transactions: Checked by default. It gives the same numbers as end-of-month report (Undo and Reversed Payments). Uncheck if these are not to be included.
- Include Non-Significant Transactions: These are transactions, such as, Transfers from one responsible to another. (Not often used)
- Detailed Adjustments: If selected, the report will include Totals by individual CO and PR codes.
- Exclude Provider Transactions: If selected, the report will exclude Transactions with Providers listed.
- Show Debit Amounts as Negative in Details: Shows negative amounts with a negative sign.
- Totals Only:
- If selected, the report gives the Totals for each Transaction Code broken down by Transaction Category, such as, Payments, Adjustments, Refunds, etc.
- If deselected, other fields become available, including Patient details.
- Deselect the checkbox when using this Report as a Collections Report.
- Include Fields: Use the Uncheck link to clear all the checkboxes.

Totals Only Example

Totals Only Deselected Example

This is best run in Landscape Orientation.
