Daily Transaction Audit

The Daily Transaction Audit report lists all activity on a specific date. This report can display transactions grouped by providers. It includes patient names, fee slip numbers, transaction descriptions, and amounts. Eyefinity suggests creating this report on a daily basis.

To create the Daily Transaction Audit report, set the date parameters, select the By Provider check box if you want to sort the report by providers, select a provider from the Provider drop-down menu, and select a recorded by user from the Recorded by drop-down menu, and select a location from the Location drop-down menu (if available). Also, choose the appropriate Insurance Co / Patient Name sort order.