Use the Credits Report to quickly find all the credits throughout a select date range, optionally filtered by clinic location with the criteria located at the bottom of the page.
Where is it?
Start by navigating to Reports. Under the Accounting heading, select Credits.
Enter in the details:
Complete the Report Parameters you are looking for.
Learn more about what each field represents.
Enter the date range for the report
Select if you would like to run the report for all clinics or for a select clinic.
Columns & Calculations:
- Credit #
- Chart #
- Owner - Patient
- Payment Type
- Sum of Totals
- Sum of Balances
To search for credits to void or reimburse go to Accounting, Credits section.
Select Credits, set the search criteria and search for the item.