Practice Analysis - Payment Summary Report

The Practice Analysis – Payment Summary Report displays payment totals by payment type.

	Why:	To verify bank and credit processing statements, to compare collection agencies, and to view payment totals by payment types.
	When:	As needed.

How do I run the Practice Analysis – Payment Summary Report?

In the Office Manager from the Reports menu, point to Management, and then click Practice Analysis Report. Select Payment Summary, and then click Batch or Print. For step-by-step instructions on how to run this report, see the Dentrix Help (in the Office Manager from the Help menu, click Contents).

What information does this report provide?

A.   Quantity – The number of payments received.

B.   Total – The total amount of payments received.

C.   Average – The average payment amount (Total / Quantity).

D.   Percent – The payment total compared to all payments (Total / Total Of All Payments). The percent column assists you in comparing the most popular payment types. The higher the percentage, the more revenue brought in by the payment type.

E.   Insurance Subtotal – The combined totals of all insurance payments.