Patient Payments (Analytics Report)

Patient Payments is an  Analysis Grid style report that provides an aggregated list of all payments collected in the EMR across clinics. You’ll be able to view payment and patient details, including Amount Paid, Charge Type, the patient’s Primary and Secondary Insurance, and the associated Case Name. This information pulls from payments entered in the WebPT Scheduler or in the Patient Payments section of the patient’s chart.

  1. Choose which clinics appear in the report using the View Clinics by: drop-down menu and corresponding (…) button.
  2. Select the Date Range.
  3. Add custom Filters to create specific segments of data using any of the column values in the report.
  4. Select Add Chart to visualize the data. Charts can be saved and displayed in your Custom Dashboards.
  5. Use the Column Headers to Sort, Filter, Group, Aggregate, or Format the report output.
  6. Once you've manipulated the report to your liking, you can save the customizations to your Saved Reports to run again later or share it with others in your organization.
Tip: You can quickly navigate to the patient’s chart by clicking on the patient's name in the  Patient Name field.

Location

You can locate this report in the Visits section of Reports in Analytics. If you do not see the report listed in this section, ensure that you have the correct Analytics Access permission.

Column Field Descriptions

Field Name Definition Source
Date of Service Date of service associated with the payment. Date of Service field in the Collect Payment Window
Date of Transaction The date the payment was made. Date of Transaction field in the Collect Payment Window
Case Therapist The therapist assigned to the patient's case. Assigned Therapist field in the Add/Edit Case window
Collected by The name of the user who collected the payment. The Full Name field in Add/Edit User screen.
Patient Name The full name of the patient as it appears on the patient chart. First Name and Last Name fields in the Patient Info section
Case Name The title of the patient's case. This includes active and discharged cases. Case Title field in the Add/Edit Case window
Charge Type The type of transaction, as selected from a list of preset values (e.g., copay). Charge Type drop-down field in the Collect Payment Window
Charge Description Free text entry box. Free text entry box.
Amount Due The amount due for the selected charge type. Amount Due field in the Collect Payment Window
Amount Paid The amount paid for the selected charge type. Paid Checkbox in the Collect Payment Window
Payment Method The method of payment, as selected from a list of preset values (e.g., credit card). Payment Method drop-down field in the Collect Payment Window
Credit Type The type of credit card (e.g., Visa or Mastercard). The Credit Type field in the Collect Payment Window
Credit Card/Check #/Authorization # The authorization number for a credit card or check. Authorization/Check # field in the Collect Payment Window
Primary Insurance The name of the primary insurance for the case associated with the payment. Primary Insurance drop-down in the Add/Edit Case window
Secondary Insurance The name of the secondary insurance for the case associated with the payment. Secondary Insurance drop-down in the Add/Edit Case window
Case Status The status of the case associated with the payment. This includes active or discharged cases. Patient Cases
Next Appointment The patient's next scheduled appointment. When a field in the Add/Edit Appointment Window on the Scheduler