(Topic Last Updated On: 05/05/2010)
This report displays a payment receipt for accounting transactions recorded on the Patient Payments screen or inserted automatically by the system, and can be filtered by 'Balance Type'. This receipt is often generated automatically in facilities using a sheet printer for receipts at the payment window. This receipt can be printed for a specific patient, date, and balance type, and includes all accounting transactions recorded on the selected date, along with the amount debited or credited for each. The patient's current balance following the transactions is also included, and the number of doses covered by credit balances is displayed for facilities charging patients on a 'Per Dose' schedule.
Date
This column displays the date on which each accounting transaction was recorded on the patient's account.
Description of Charge/Payment
This column displays the 'Journal Type' of each accounting transaction, which is a description of the credit or debit entered.
Amount
This column displays the dollar amount of each accounting transaction. Negative values are credits.
Receipt #
This column displays the unique auto-generated receipt number saved with each patient payment transaction. System credits/debits and additional charges that are added do not generate unique Receipt #s.
Balance Type
This field displays the balance type the accounting transactions were applied to for the patient. Available balance types include 'Patient', 'Third Party', and 'Deposit'.
Patient ID
This field displays the 'Patient ID' of the patient for whom the accounting transactions were recorded.
Patient Name
This field displays the full name of the patient for whom the accounting transactions were recorded.
CID
This field displays the 'State ID (CID)' of the patient for whom the accounting transactions were recorded.
Current Patient Balance
This field displays the patient's current balance amount following the accounting transactions displayed. A negative amount is a credit balance.
Doses Covered
If the 'Current Patient Balance' is a credit amount, and the patient is set to be charged 'Per Dose' on the Payment Information screen, this field displays the number of doses the current credit balance covers, which can indicate how many days the patient has paid for in advance.
Balance Type
This parameter is for facilities tracking multiple balance types for each patient, and allows users to limit report data to display only receipts of the balance type selected here.
Patient ID
This parameter allows users to limit report data by displaying only receipts for the patient whose 'Patient ID' is entered here.
Date
This parameter allows users to limit report data by displaying only receipts for accounting transactions entered in Methasoft on the date selected here.