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
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 and Include Balances boxes.
- Escrow Only: Only shows Receipts with Escrow.
- Include Balances: Adds the Patient Balance column.
- The visibility of this checkbox is controlled by the System Setting BALANCECOLUMN.
- Receipts can be posted from this panel by selecting the Receipt number link.
Learn More
Escrow Overview
Apply Payments from a Receipt with Escrow Amounts
Refund Escrow
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 ...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 Criteria panel, to search for a Receipt. ...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 ...Collection Payments
Collection Agency Setup The Collection Agency should be set up in the Insurance Library. Learn more: Pre-Collection/Collections. Post a Collection Agency Payment Create one receipt for the Collection Agency Payment. Even if it contains multiple ...