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.

  1. Navigate to Reports > My Activity > Charges.                  
  2. Enter your desired date range into the From and To date fields, and make any other selections.
  3. Click Run Report. The results are displayed.

Report Layout


All charges manually added by your user will be displayed, including the:

  • Acct
  • Patient Name
  • Date of Service 
  • CPT
  • Units
  • Amount
  • Dx1, Dx2, Dx3, Dx4
  • Primary, Secondary, and Tertiary Insurance
  • Date Posted
  • Provider
  • Active status

Active Totals

Below the list of manually added charges, the system will calculate various totals of all generated active charges including the:

  • Accounts
  • Visits
  • Charges
  • Units
  • Total Charge Amount

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