Jill 7 years ago in Reporting Module updated by KatieW 7 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!



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.

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