Month End: Associated Payments
The Associated Payments Month End report is an Analysis Grid style report that displays a breakdown of total dollars posted in a specific month by insurance class. Payments are categorized into aging buckets based on the date of service of the paid charge. The report also includes unassigned payments.
Note: This report is a static snapshot of your billing data taken when the month was closed. It is captured after all Month End procedures are completed in WebPT Billing. Any changes will be reflected in the next month's data.
This replaces the previous RevFlow Dashboard Associated Payments by DOS month-end report.
For a walkthrough on how to recreate the RevFlow Associated Payments report using WebPT Analytics, check out the article RevFlow to WebPT Billing: Running the Associated Payments in WebPT Analytics.
|This report is located in the Month End Report section in Analytics. If you do not see the report listed here, ensure you have the necessary Analytics Access and User Role permissions.|
Run and Customize the Report
- You can filter which clinics appear in the report using the View Clinics by: drop-down menu and corresponding (…) menu button.
- Select the Month and Year.
- Add custom Filters to create specific segments of data using any of the column values in the Report. If you are new to using this type of report, you can find out more here.
- Add a Bar, Line, Curved Line, Pie, Scatter Plot, Heatmap, or Gauge Chart here or to your Dashboard.
|Clinic Name||Name of the clinic|
|Insurance Class||The identifier assigned to the insurance class|
|Insurance Class Description||The insurance class description|
|Unassigned Payments||Payments that have not been assigned to a charge. These are typically patient payments waiting to be allocated based on system rules.|
|0-30 Days||Contains payments received for dates of service less than 30 days old|
|30 Days||Contains payments received for dates of service between 30-59 days old|
|60 Days||Contains payments received for dates of service between 60-89 days old|
|90 Days||Contains payments received for dates of service between 90-119 days old|
|120 Days||Contains payments received for dates of service between 120-149 days old|
|150 Days||Contains payments received for dates of service between 150-179 days old|
|180 Days||Contains payments received for dates of service greater than 179 days old|
|Total Payments||Total payments applied to dates of service within the month|