Find Receipts with Escrow
Use the Receipt Management Report
- Select Reports on the left menu panel.
- In the Transactions Panel, select the Receipt Management button.
- Enter the Date Range or choose from the Date Span dropdown.
- Use any other applicable filters.
- Select Escrow Only.
- Select Run.
From the Payment Dashboard
- Select Payments on the left menu panel.
- All receipts still in Escrow will display in the Receipts with Escrow Panel.
- Receipts can be posted from this panel by selecting the receipt number link.
In Receipt History
- All receipts display that have been posted and that are still in Escrow.
- Select Payments on the Left Side Menu and select the Receipt History link or enter an R in the Navigation Search Box.
- Select the Escrow Only box.
- Receipts can be posted from this panel by selecting the receipt number link.
Related Articles
Payments, Receipts, and Escrow Overview
Receipt vs. Payment information The System is an Encounter/Charge based Accounting System. Receipts and Payments are fundamentally different. The Receipt holds the details of the money received, who the Payer is, how much was deposited in the bank. A ...
Apply Payments from a Receipt with Escrow Amounts
Apply Payments from a Receipt with Escrow Amounts There are several ways to apply receipts with escrow amounts. Before posting, attach to the original Reference Batch if it is not in a closed period. If the period is closed, create a new Reference ...
Payments Dashboard
Payments Dashboard Functions on the Payment Dashboard Payments and Receipts Post Adjustment Patient Refunds Post Refund Checks Receipts with Escrow Panel List of Receipts with Escrow Receipt History Electronic Remittance Advice (ERA) Panel All ERAs ...
Find a Receipt or Deleted Receipt
Find a Receipt or Deleted Receipt Find a Receipt On the Payment Dashboard, select Receipt History. (Payments on Left Side Menu). The letter, R, can also be entered in the Navigation Search Go-Box to navigate to Receipt History. Use the Filter ...
Receipt Management Report
Receipt Management The Receipt Management Report is most commonly run by Post Date which will tie in to the Month End Reports. If run by a Received Date, the Report shows all money received for the Date Range chosen regardless of the Post Date. Use ...