Applied Payments Detail Report

Introduction

The Applied Payments Detail Report provides detailed insight into payments that have been applied within a selected date range. This report helps users review payment activity, track adjustments, and verify how payments were applied to patient visits.  

By default, the report uses a Live report view with a 31-day date range. Users can adjust the report filters to review applied payments based on either the Applied Payment Date or the Payment Date.  

The information displayed in this report is pulled from the following areas:

• Applied Payments Tab  

• Patient Visits Tab

Steps to Generate the Applied Payments Detail Report

1. Navigate to the Accounting section  

• Click the Accounting tab in Practice Mate.  

2. Open the Reports menu  

• Hover your mouse over Reports.  

3. Locate the report

• Under Payment Reports, select Applied Payments Report.

4. Configure the report filters  

• Choose the Search By for the report:

• Applied Payment Date  

• Payment Date

• Date of Service

• Set the desired Date Range for the report.  

5. Apply optional filters if needed

• Facility

• Office  

• Provider  

6. Choose how to organize the report results  

• Use the Group By filter to group results by:

• Office

• Provider

• Facility

7. Run the report  

• After selecting the appropriate filters, click Go to generate the report and display the results.

Steps to Understand the Report Results

Once the report is generated, it will display detailed payment information across several columns.

1. Review the key payment details

• Applied Date

• Payment ID

• Payment Date

• Applied Payments

• Applied Description  

2. Review patient and visit information  

• Patient ID  

• Patient Name  

• Date of Service  

• CPT

3. Review financial and account information

• Adjustments

• Account Number  

• Payer

• Applied By  

These fields help users track how payments were applied, identify adjustments, and confirm which payer and user processed the payment.  

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