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Detail Entries For A Day - Cal-PM

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Generate a report that lists payments, adjustments, and charges entered for a date.

  • Client detail shows total by posting code.
  • Posting code totals are adjusted to reflect reversals.
  1. Go to: Avatar PM > Billing > Billing Reports > Ad Hoc Reports > Detail Entries For A Day.
  2. In the Run Date field, enter the report date.
    Note: The Run Date will match against the Posting Date of the charges or payment, not the Date of Service.
    Example: If you enter a service on 03/24 with a service date of 02/11, you would have to enter 03/24 in the Run Date to see those transactions.
  3. In the Charges, Payments, Or Both field:
    • Select Both to include payments, adjustments, and charges in the report.
    • Select Charges to include charges in the report.
    • Select Payments to include payments and adjustments in the report.
  4. Select Process.