Running and Reading the Posted Insurance Payments Report
This article covers how to run the Posted Payment Report by Insurance. This report is used to view payments by insurance over a specified time frame.
Note: This report is updated at the top of each hour.
1. Click the Reports Tab > Click Posted Payment Report - By Insurance
2. Set the date range. Click on the Calendar icon to select the From Post Date
3. Use the arrows to change the date.
Note: the report can display 12 months of information
4. You have the option to display single or multiple locations > Click Run
5. The report has a summary section at the top separated by Insurance name
6. The second section breaks out details for each insurance. Multiple invoices will be displayed.
7. Other options:
Run Report by: Payment Post Date or Date of Service
Insurance: select All, individual or multiple insurances
8. More Options:
Payment Method: EFT, Check, debit, credit, etc.
Product Category: select individual or multiple categories. If Frames are selected addition filter fields appear (SKU ,Manufactureer, Brand, Model)
