The Transaction Summary Report is a summary of all payments, refunds, and adjustments that occurred during the reporting period. This report is great to use for your end of day or end of month reconciliation. To learn more about how to process the end of day in Instinct EMR, check out our End Of Day Processing Guide.
Users need to have the analytics_transaction_summary_report permission added to a role in order to access this report in Analytics.
💡To learn more about how to access and schedule this report, check out our EMR Analytics Guide!
The Transaction Summary Report consists of the following:
Report Info Tab
The Report Info tab is the cover page for the report and consists of the Hospital Name and Hospital Location. It will also show what date/time range the report is for and when the report was created.
Glossary Tab
This report does not contain a glossary tab at this time.
Transaction Summary Tab
The Transaction Summary tab includes the following information:
- Transaction Type – Payment, Deposit (Pre-Payment), Refund (Account Deposit), or Refund (Invoice Payment)
- Transaction Method – Cash, Credit, Check, etc
- Credit Card Type – Visa, Master Card, Discover, etc
- Count – Number of transactions by each transaction type, method, and credit card type
- Total Paid Amount – Amount of all payment transactions by each transaction type, method, and credit card type
- Total Refunded Amount – Amount of all refund transactions by each transaction type, method, and credit card type
- % Total – Breakdown by percentage of all transactions by each transaction type, method, and credit card type