Payment Report Options for Services Rendered

If your practice requires payments to be applied by line item, there are two reports available to assist in verifying the payments for services. Both reports provide the payments for the categories CPT and Other services. The reports also provide information on products, however, they can be exported to Excel and filtered so you can only view the service charges. 

• Practices that have payment by line item set to None will not have the ability to determine payments for services. Practices that have payment by line item set to Optional have the ability to determine payments for services. However, since itemizing is optional, payments for services may not all be recorded.
  • To verify the setting for your practice, access Admin > General > Practice Preferences > Additional Preferences > Accounting > Payment by line item.
    • Changing the settings will not affect past data posted, it will only determine the entry requirements of new data.

Instructions

Option 1

• Access Reports > Accounting > Custom Reports > Item Deposits by Payor/Category. 
  • If the report is not listed, complete the following:
    1. From the Custom Reports screen, click the + icon.
    2. Select Import Report.
    3. In the Import Queries modal, check the box beside the appropriate report.
    4. Click 'Import.'

• This report displays payments based on the Payment Date entered in the Receive Payment(s) screen and should match your deposit report. It also lists whether the payment was from insurance or patient. Note: It does not break down to the specific payor.

• Refunds issued do not display on the report and will affect your deposit report amount.

Option 2

• Access Reports > Accounting > Custom Reports > Item Receipts by Location/Provider. 
  • If the report is not listed, complete the following:
    1. From the Custom Reports screen, click the + icon.
    2. Select Import Report.
    3. In the Import Queries modal, check the box beside the appropriate report.
    4. Click 'Import.'
• This report displays payments based on the physical date they were entered into RevolutionEHR and closely matches the receipt report.
• Refunds issued do not display on the report and will affect your receipts report amount.

Additional Information

• If you typically only itemize your insurance payments, we recommend using the Deposit by Payor/Category report. This report provides the payor and the categories. The Item Receipts by Provider/Location report is not recommended due to the report detail is not broken down by category. Thus, if you find the payments were short, you would not be able to determine if it came from services or products.