Summary
This report presents all charges recorded within the specified date range, organized chronologically by date and time of posting. Charges are organized into four sections:
Cycled from Contract – Periodic charges from both RP and Insurance
Miscellaneous Charges – all other charges not cycled from contract
Down Payments – Down Payments from contracts
New Contracts – Initial Contract charges
To access the Charges Report
Step 1 - Click Reports
Step 2 - Select Charges
Step 3 - Enter Start Date and End Date. You can select the Breakdown either by Location or Provider and Patient Identifier by Patient Name or Patient ID then click Preview
The results from the report are presented below, various pages emphasizing the respective sections
Last page of Report:
NOTE:
The Charges report is a gross report and does not reflect reversals
This report is based on Transaction Date and Location Assigned
As always, if you have any further questions, please do not hesitate to reach out to Cloud 9 Support by emailing us at cloud9support@planetdds.com, or chatting us online using the chat bubble on the lower right at https://cloud9support.planetdds.com/hc/en-us, or giving us a call during our business hours of 8:00 AM EST to 8:00 PM EST at the 1.800.394.6050 option 2.