When expanding the payment entries via the “+” icon, selecting the billing entry date will open a new screen to show that billing entry within the Billing module.
Billing / Payments / Miscellaneous Export
Export information from the payments screen into either a CSV or text file. Please note, this is a standard report and cannot be changed.
Billing / Payments / Miscellaneous Load Totals
The blue “Load Totals” button allows you to view the totals of all payment entries currently on the screen for the columns, “Regular Amount,” “Patient Responsibility Amount,” “Total,” “Reconciled,” and “Outstanding.”