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<< Click to Display Table of Contents >> Posting Details Report |
  
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<< Click to Display Table of Contents >> Posting Details Report |
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The Posting Details Report gives all the details of posting and information like Paid Amt, Applied to Copay/Deductible, Adj Amt, With Hold, Take Back, Adj Take Back. Details can be viewed by Patient/Payment #/Payment Date/Posted Date/DOS etc.
1. To view this report, click on the Reports module and choose Posting Details Report to open the corresponding screen.
2. The Posting Details Report can be generated using one or more of the following search criteria:
| • | Patient Name |
| • | Payment # |
| • | User |
| • | Acct. Date From |
| • | DOS (Date of Service) |
| • | PSTS# (PracticeSuite Ticketing System) |
| • | Check # |
| • | Payer Type |
| • | Legal Entity |
| • | Provider |
The Calculate Date As box provides options to quickly select preset time periods as the search parameter instead of entering the dates manually. For e.g. Week To Date, Month To Date, Quarter To Date, Year To Date etc.
3. After entering all the necessary parameters, click the Search button. The Posting Details Report will be displayed as shown in the image below.
4. Clicking the 
pdf icon will open this report in pdf format. To view or print this report in Microsoft Excel format, click on the 
excel icon, the report will be displayed as shown below.
