Generating Customer Transaction Reports

You can generate Customer Transaction Reports to view the details of a patient’s transactions.

Since the report shows expected reimbursement amounts, it should be viewed by only your office employees and should not shown to patients.

To generate customer transaction reports

  1. Open a patient profile. See Opening Patient Profiles.
  2. Click the Transactions tab.
  3. Click Generate Report.

    The Customer Transaction Report opens in a new window.

  4. Click the Print icon in the browser window to print the report, if needed.

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