1. Procentive User Community
  2. Reporting Module
  3. Questions
+1

Report

Jill 8 years ago in Reporting Module • updated by KatieW 8 years ago • 3

Good morning!  I am wondering which report is commonly used to cross reference ERAs in Procentive with our bank statements?  I am looking at 1140 or 1370, but don't know which fields to fill in that will show me this info.  I'm currently getting too much detail.  I don't need client names, or each individual payment.  I just need the date, payer, and total check amount. 


Thanks & have a great weekend!

Jill

+1
KatieW 8 years ago

What about report 1270 (Payments List). The only patient names I see on it are where someone paid a deductible/copay/coinsurance or as private pay. The rest are just listed by insurance company and payment amount.

Jill 8 years ago

This was perfect!  Exactly what I was looking for.  Thank you!

KatieW 8 years ago

You're welcome!

Customer support service by UserEcho