Month End: Payments Breakdown

Payments Breakdown Month End report is a Data Table style report that shows the breakdown of payment amounts by Payment Code.

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  Payments Breakdown by POS month-end report.

Location

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

  1. You can filter which clinics appear in the report using the View Clinics by: drop-down menu and corresponding (…) menu button.
  2. Select the Month and Year.
  3. Export to Excel or CSV for further manipulation.

Column Descriptions

Column Description
Payment Code Code assigned to define the type of payment
Payment Code Description Description of the payment code
Payments The total amount of payments for that code. Refunds will appear in parentheses, i.e. (1,987.92).
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