1. POPS Management

• Admin > POPS Management > POPS Payments

2. Reports Dashboard

• Reports > POPS Payments

Use the POPS Payments Report to track Patient Payments and Refunds within the POPS Portal.

POPS Payments Filter Criteria

1. Filter By: Post Date, Received Date, or Reference Batch
2. Date Span: Select a preset Date Span or select Date Range to enter a Date From and Date To.
3. Include or exclude:

• Patients
• Facilities
• Tax IDs
• Facility Nicknames
• Billing Providers
• Rendering Providers
• Referring Providers
• Referring Provider Reporting Groups

4. Receipt Types: Select Patient Payments, Patient Refunds, or both.
5. Include or exclude:

• Escrow
• Disbursed Payments
• Card Payments

6. Card Type: Include or exclude a selected Card Type.
7. Total By: Each Total By option selected will add a section to the Report.
8. Grand Totals Only: Excludes the Detailed View page.
9. Include Payments: Receipts in Escrow will not display when this box is checked and the Report is Filtered by Facility, Billing, Rendering, or Referring Provider.

• This setting is independent of the Escrow Filter above.

10. Sort By: Choose the order that the data is output on the Report.

Detailed View (Receipts)

The Detailed View will NOT be displayed if Grand Totals Only is checked in the Filter Criteria.

The Receipts section of the Report presents a Detailed View of all POPS Payments made with the selected Filter Criteria.

• This section will be titled Receipts with Payments if the Include Payments checkbox is selected.

Posted Payments

Use the Total By Filter Criteria to determine which Posted Payments are Reported.

• Example: Posted by Facility

• Select the Facility checkbox in the Total By Filter.