Payment/Adjustment Report - PM

Generate a report that details payments, adjustments, and transfers. The report is sorted by revenue reporting group (RRG) and displays:

• A summary of payments, write-offs, and transfers by Financial Class and Payment/Adjustment Code.
• A summary of payments, write-offs, and transfers by revenue reporting group (RRG) and Payment/Adjustment Code.
• A detailed list of each payment, write-off, or transfer by client for each RRG.
• A summary of payments, write-offs, and transfers by posting code.
• Date ranges by posting date.

1. ---

   Go to: Avatar PM > Billing > Billing Reports > Ad Hoc Reports > Payment/Adjustment Report.
2. In the From Date field, enter the first report date.
3. In the Thru Date field, enter last report date.
4. In the Individual Or All Or Group Codes field:
   • Select All to include all posting and adjustment codes in the report.
   • Select Group to include groups of codes (Group Of Codes field).
   • Select Individual to include individual codes (Code(s) field).
5. In the Code(s) field, select the posting codes.
6. In the Group Of Codes field, select the posting code groups.
7. In the Include Charge Reversals? field, select whether or not to calculate charge reversals in this report.
   • Select No if you have deleted services without applying charge reversals for those services.
   • Selecting Yes may inflate your balance.
   • It is the recommended practice to not include charge reversals when running monthly balance reports.
8. Select Process.

► Registry Settings

• Display Claimed Payments Separately