My Activity Report: Charges
This report can be used to audit charges that you manually added to the application. Manually entered charges are common if you have a patient that only purchases supplies or uses other clinic services, such as massages.
- Navigate to Reports > My Activity > Charges.
- Enter your desired date range into the From and To date fields, and make any other selections.
- Click Run Report. The results are displayed.
All charges manually added by your user will be displayed, including the:
- Patient Name
- Date of Service
- Dx1, Dx2, Dx3, Dx4
- Primary, Secondary, and Tertiary Insurance
- Date Posted
- Active status
Below the list of manually added charges, the system will calculate various totals of all generated active charges including the:
- Total Charge Amount