Go to Payments > Payment Dashboard > Receipt History

Receipt History is where all Receipts reside, whether they are fully posted, partially posted, or not posted at all.

• On the Payment Dashboard, select the Receipt History link.

• The letter, R, can also be entered in the Navigation Search Go-Box to navigate to Receipt History.

Receipt History List Links

• Receipt Number: Opens the Receipt Dashboard.
• ERA: Opens the ERA Remit Items screen.
• Batch Number: Opens the Reference Batch that was used for the Receipt.

Amount/Applied/Escrow

• Amount: The Total Amount that was entered on the Receipt

• Applied: The Amount of the Receipt that has been posted to an Encounter

• Escrow: The Amount of the Receipt that has not been posted.

• Money on a Receipt should not remain in Escrow indefinitely.

• The Receipt is not complete until all money is posted or disbursed.

Filter Criteria

The Filters can be:

• Exported as an Excel or PDF document
• Saved
• Cleared: Clear all the Filters
• Held: Hold the Filters while logged into the System instead of Saving a report.

Use the Filter Criteria to find Receipts by:

• Receipt Number
• Patient ID
• Received From/Received To Dates
• Posted From/Posted To Dates
• Payment Type: Patient, Insurance, Invoice, Refund, Patient Credits
• From/To: 
• Reference: Check Number or other info entered in the Reference field

• This is not the Reference Batch number.

• Method: All, Cash, Card, Check, EFT
• Receipt Amount
• Reference Batch number
• User
• ERA: Enter the ERA number to find all receipts on a specific ERA.
• Deleted: Include, Exclude (Default), Only
• Encounter number
• Escrow Only: Select the checkbox to see Receipts that are only in Escrow.

How to Find Receipts using Receipt History

Find Receipts in Escrow

Find Receipts that have funds that have not been posted.

Find a Receipt in Escrow

Find Receipts using the Check Number

The Receipt History Filter Criteria can be used to find Receipts by Check Number.

• For manually entered Payments, the check number must be entered in the Reference/Check Number field on the Receipt for search purposes.
• For ERAs, the check number is auto-recorded in the Check/Transaction Number column on the ERA List screen.

• When searching for a Receipt using the ERA check number, all Receipts on the ERA will be listed.

1. Select Payments on the Left Side Menu.
2. Select the Receipt History link.

3. Filter Criteria: Enter all or part of the check number in the Reference field.

• It is recommended to enter part of the check number.

4. Select the Search button.
5. All Receipts that have the number entered will display.

• Example 1: Manually entered Receipts

• 12345 is entered in the Reference field.
• The Receipts displayed will be for check numbers that contain those numbers/digits in sequential order.

• Example 2: Receipts created when applying an ERA

• The last 4 digits of an ERA check number are entered in the Reference field.
• When the Search button is selected, all Receipts that have that ERA check number will be listed.

• An individual Receipt is created for each Encounter in the body of the ERA Remit.
  

Find a Receipt for a specific Received Date or Date Range

• Find Patient Credit Card Receipts with a Received Date of yesterday.

• Received From and Received To: Enter a y in each field and tab to populate yesterday's date.

Find Insurance Receipts for a specific Post Date or Date Range

• Find Insurance Receipts that were paid by EFT and posted last week.

Find a Deleted Receipt

Deleted Receipts can be found in Receipt History.

1. On the Payment Dashboard, select Receipt History. 
2. In the Filter Criteria panel, select Only from the Deleted field dropdown list.