- POPS Management
- Admin > POPS Management > POPS Payments
- Reports Dashboard
Use the POPS Payments Report to track Patient Payments and Refunds within the POPS Portal.
POPS Payments Filter Criteria
- Filter By: Post Date, Received Date, or Reference Batch
- Date Span: Select a preset Date Span or select Date Range to enter a Date From and Date To.
- Include or exclude:
- Patients
- Facilities
- Tax IDs
- Facility Nicknames
- Billing Providers
- Rendering Providers
- Referring Providers
- Referring Provider Reporting Groups
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- Receipt Types: Select Patient Payments, Patient Refunds, or both.
- Include or exclude:
- Escrow
- Disbursed Payments
- Card Payments
- Card Type: Include or exclude a selected Card Type.
- Total By: Each Total By option selected will add a section to the Report.
- Grand Totals Only: Excludes the Detailed View page.
- 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.
- Sort By: Choose the order that the data is output on the Report.
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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.
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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.
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