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Reporting
Reporting & Reconciliation
Review the Payment Report
Understand transactions, totals, and how activity affects your deposits
Recurring Payment Report
View and manage scheduled payments across all patients
Track Deposits & Batches
Track deposits (batches), confirm what’s included in each settlement, and reconcile end-of-day totals (Batch Report).
Find a Transaction
Search transactions, understand statuses, and locate the right payment quickly.
Understand Deposits and Funding
Understand deposit timing and what to check when funding looks delayed.
Resolve Reconciliation Discrepancies
Find why totals don’t match and fix common reconciliation issues.
Review Batch Reports
Use batch reports to understand settlements and groupings for reconciliation.
Reconcile Daily Totals
Close out the day by matching transactions, deposits, and PMS totals.
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