View Agency

PATH:
A/R
>
A/R Transaction Summary
>
View Agency

REVENUE TAB | REVENUE REPORTS | PAYMENTS TABPAYMENTS REPORTSACCOUNTS TAB

The View Agency  <icon-magnify>xxx<icon-magnify> icon allows you to view detail financial information for the agency. The header includes the following information:

The View Agency detail includes three tabs:

REVENUE TAB <returntomenu>menu ↑<returntomenu>

SUMMARY ONLY

The Summary Only option allows you to filter by Payer Category

Service Category

Adjustment Reason

PAYER DETAIL

Payer Detail allows you to filter by Payer Category

Payer

Service Category

Adjustment Reason

SERVICE DETAIL

Service Detail allows you to filter by Payer Category

Payer

Service Category

Adjustment Reason

REVENUE REPORTS <returntomenu>menu ↑<returntomenu>

The Revenue PDF Summary Report includes:

The Revenue PDF Payer Detail Report includes:

The Revenue PDF Service Detail Report includes:

The Revenue XLS Summary Report includes:

The Revenue XLS Payer Detail Report includes:

The Revenue XLS Service Detail Report includes:

PAYMENTS TAB <returntomenu>menu ↑<returntomenu> 

From the payments tab, you can view:

Selecting Show More Detail <icon-blankcheck>xxx<icon-blankcheck> will allow you to also see the following:

PAYMENTS REPORTS

Payments PDF Summary includes:

Payments PDF Detail includes:

Payments XLS Summary includes:

Payments XLS Detail includes:

ACCOUNTS TAB <returntomenu>menu ↑<returntomenu>

The accounts tab allows you to view the following:

Interactive Tutorial