POPS Payments Report

POPS Payments Report

The POPS Payments can be accessed from 2 places within the System:

  1. POPS Management
  • Admin > POPS Management > POPS Payments
  1. 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

  1. Receipt Types: Select Patient Payments, Patient Refunds, or both.
  2. Include or exclude:
  • Escrow
  • Disbursed Payments
  • Card Payments
  1. Card Type: Include or exclude a selected Card Type.
  2. Total By: Each Total By option selected will add a section to the Report.
  3. Grand Totals Only: Excludes the Detailed View page.
  4. 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.
  1. 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.

    • Related Articles

    • POPS Groups

      POPS Groups A Group is used to define branding and options that determine the Patient experience when using POPS. Once a database has been prepared to use POPS, you can create POPS Groups. When a Group has been established, the Client and Support ...
    • POPS Session Usage Report

      The Session Usage Report can be accessed from 2 places within the System: POPS Management Admin > POPS Management > Session Usage Reports Dashboard Reports > Session Usage Use Session Usage to Report on Patient activity within a POPS session. ...
    • POPS QuickPay

      POPS QuickPay Use QuickPay to make a Patient Payment without the detail of the Full POPS Portal. To mirror the POPS Patient Experience, access QuickPay by using the POPS link in the Balance panel on the Patient Dashboard. QuickPay can be accessed by ...
    • POPS Collection Balances

      Collection balances can be displayed in the POPS Portal. Collection Payments cannot be made through the POPS Portal. Payments can be still be made on non-Collections balances when there is a Collection balance. Show Collections must be enabled in the ...
    • POPS Look and Feel

      POPS User Interface Home Dashboard Account Dashboard Pay Page Receipts Page Statements Page Google Pay/Apple Pay Patients and Guarantors can use Google Pay in the POPS Portal instead of entering additional Credit Card information. Note: Apple Pay is ...