Payment Log (Analytics Report)
This article discusses the Payment Log report in Analytics. For the Payment Log report in the EMR, click here.
The Payment Log is a Data Table style report that provides information about payments at a clinic or patient level and aggregates the data for you, including Total Charges, Total Payments, and payment method totals. This information pulls from payments entered in the WebPT Scheduler or in the Patient Payments section of the patient’s chart.
- You can filter which clinics appear in the report using the View Clinics by: drop-down menu and corresponding (…) button.
- Use the View Data By drop-down to add additional columns and levels of detail to the table. This also where you can choose to view data by Date of Service or Date of Transmission by Patient or Clinic.
- You have the option of filtering the report by Therapist, Charge Type, who the payment was Collected By, and the Payment Method. Be sure to click Apply when you’ve completed selecting filters.
- View the total charges and payments entered, including a breakdown of payments by payment method.
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
|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|
|Collected by||The name of the user who collected the payment.||The Full Name field in Add/Edit User screen.|
|Case||The title of the patient's case.||Case Title field in the Add/Edit Case window|
|Date of Transaction||The date the payment was made.||Date of Transaction field in the Collect Payment 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|
|Description||The description of the charge, as entered in the collect payment window.||Description field in the Collect Payment Window|
|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 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|
|Check #||The check number.||Authorization/Check # field in the Collect Payment Window|
|Authorization #||The authorization number for the credit card.||Authorization/Check # field in the Collect Payment Window|
|Therapist||The therapist assigned to the patient's case.||Assigned Therapist field in the Add/Edit Case window|