Daily Summary

The Daily Summary is a report of all the production, collections, adjustments, and payment types for the day, separated by treating provider, and includes each patient’s balance. This report also includes the UCR fee and the billed amount. Use this report to verify that you have correctly entered all procedures and payments.

Tip: If the print preference to sort the day sheet alphabetically is selected, the report is sorted alphabetically by last name; otherwise, the report is sorted chronologically (in the order that the procedures were posted).

Note: Data entry errors can occur, work can be incomplete, and production and payments can be missing. You can use routing slips or post from the chart notes but always check your work at the end of the day. In addition to posting procedures, you can use the EOB (Explanation of Benefits) enclosed with insurance payments and patient checks to enter the payments received. This backup information can be used to cross-reference the information printed on the Daily Summary.

For the Daily Summary, you can select the check boxes to Include security audit trail and/or Suppress Ledger Notes.

(Go to End of day reports overview.)

 

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