What is the Refunds and Adjustments Report?
The Refunds and Adjustments Report shows invoice and receipt adjustment transactions occurring within the report period, for the selected practices.
How to run the Refunds and Adjustments Report
Go to Financial on the navigation menu on the left and select Refunds and Adjustments Report from the dropdown.
Work through the filters to ensure you are reporting on the correct parameters.
Select the reporting period by choosing your Start Date and End Date from the calendar icon.
Select the Practice/Practices and Providers.
Choose the Refund Types.
Click Create Report to run the data.
Viewing your Refunds and Adjustments Report
The report shows each adjustment or refund processed for each individual patient.
What does the report columns mean?Practice: the name of the practice in this section.
Dentists: the provider associated with the adjustment transaction.
Patient Code: the patient code.
Patient: the patient's full name.
Refund Date: the date on which the adjustment transaction was raised/entered.
Refund Type: the adjustment type, e.g. Invoice Correction.
Amount: the adjustment amount.
Transaction ID: the ID of the original transaction. For example the invoice number or receipt number.
Original Transaction Date: The date of the original transaction. For example, the date when the invoice or receipt etc was raised.
To download a copy of your report you can use the Export Data button to download a CSV spreadsheet.
You can use the Print button in the top right as needed.
To set up automation of the report you can use the Schedule Report button.