Transaction Listing Reports

The Account Statement and Audit Trail reports list all transactions that occurred within a chosen date range.

Before you begin

There are two types of Transaction Listing Reports available:
  • Account Statement Report - provides a list of all transactions, within the chosen date range, for the patient. The report is separated into 3 sections or lists showing the relevant transaction:
    • Account Debtors List
    • Account Credit List
    • Allocated Payment Refunds List
  • Audit Trail Report - provides a list of all transaction, within the chosen date range, sorted by transaction issue date. It provides detailed breakdown of all transactions. It also includes Audit User Initials, Audit Date and Time, Audit Reason

Procedure

  1. Ensure you have opened a patient's record, and are viewing the Patient Explorer.
  2. Select the Accounts menu item.
  3. Select the associated account for which you want to print the report.

  4. Click Account Transaction Listing.
  5. In the Print Report window, select either the Transaction Listing - Account Statement report or Transaction Listing - Audit Trail report, and click Next.

  6. In the Print Transaction Listing window, set the date range for the report and click Next. Today's date is displayed in the To date field by default.

  7. In the Set Print Options window, configure the print settings and click Next to print the report.

Results