Payments Allocation Report

To Pull a Payments Allocation Report:

Go to the Reports section > Payments

Report Type: Payments Allocation (By clicking on the filter button in the upper right-hand corner)

Date Type: Post Date

Date: Enter date range

Provider Type: Attending Provider

Run Report: Click Filter

Once the report has populated you will have the option to click on the PDF button if you choose.

If you click on Insurance, Patient or Total at the bottom of the screen, you can see further details in that specific category. 

Note: In the Payments Allocation report, you will see unapplied payments for all providers (listed below as the $2,206.56). If you click on the provider name per the below image, you can see unapplied payments if they were partially applied for that particular provider. For payments that are completely unapplied per provider, they can be calculated by pulling a Refunds report.

To Pull a Refunds Report to get Unapplied Payments per Provider:

Go to Refunds > Patient Refunds  

Click on grey filter button in the upper right-hand corner > Filter for the provider and date range as listed in the Payments Allocation report > Click Filter

Click on the grey Generate PDF button > In the PDF, you can view the total amount for unapplied payments.

Note: if you are logging credit transfers you will want to pull a credit transfer report and subtract that from the unapplied amounts.

To Pull a Credit Transfer Report:

Go to Reports > Billing

Report Type: Credit Transfers

Provider: Choose the provider

Date Range: Enter same dates as above

Run Report as: PDF