Applied Payments Report in Practice Mate

The Applied Payments Report creates a report of payments that have been added and applied in Payments and Deposits. This report can be generated as either a Detailed or Summary report. Below are the steps to access, set up, and run this report in Practice Mate.

Before We Begin

• The data for this report is collected at the top of each hour.

• A note at the top of the report will display when the report was last updated.

Steps to Access the Applied Payments Report

1. Navigate to the Report  

• Log in to Practice Mate.

• Go to the Accounting tab.

• Hover over the Reports drop-down menu and select Applied Payments Report.

2. Select a Report Type

• Choose one of the following options:

Detail Report:

• Displays each payment and adjustment.

• Shows the specific line item and date of service the payment was applied to.

• Includes the Patient, CPT code, Applied Amount, Account Number, and Payer Name.

• Limited to a 31-day date range.

• Updates instantly.

Summary Report:

• Lists payment amounts received or applied for each month.

• Groups results by the date-of-service month the payment was applied to.

• Limited to a 12-month date range.

3. Claims Set Search Criteria

• Use the Applied Payment Date drop-down to select:

• Applied Payment Date

• Payment Date

• Date of Service

• Use the By Date Range drop-down to choose:

• Date

• Date Range

• Month

• Select the appropriate From and To dates.

4. Apply Optional Filters

• Facility: Select from facilities set up in Manage Office.

• Office: Select from offices set up under Manage Office.

• Providers: Select a specific provider.

• Group By: Choose to group results by Office, Provider, or Facility.

5. Run and Export the Report

• Click Go to generate the report.

• The report will display below the settings.

• You can print or save the report directly from your browser.

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