The EMR Datacenter Transaction Recap report lists all transactions for a given date or date range and can be run for either individual, or all Active Providers. The last page is a summary of the activity and can be used to verify your bank deposits. To run the report, click:
Tools > Reports > Transaction Recap
When the report launches, you will see the dialog box below to enter the criteria for the report:
Enter the criteria in this box for the report:
SmartDateQuickly select a pre-defined date range (e.g. Today, last week, etc).
From & ThruEnter a custom date range other than one of the SmartDates.
Options - Date of ServiceDisplays transactions based on date of service, irrespective of the date of entry. (Recommended.)
Options - Date of EntryDisplays transactions based on date of entry. This is used in the event of backdated entries, outsourced billing services, or other personnel issues that involve backdating rather than making all entries on a live basis.
ProviderChoose either Active Providers, or a single provider from thedropdown list. This field cannot be left blank.
Once you have entered the criteria, click the OK button. The repor will generate and appear on your screen. Click the Printer icon on top to print the report.