edgeMED Help Center > Practice Management > Billing

Transaction journal report.

The Transaction Journal Report gives an overview of the charges, payments, claims, statements, and patient funds created or received in a period of time.

Select a topic below or scroll through the page for the all content.

Create the report

Display patient manual funds

Remove patient funds
 

Create a Transaction Journal Report

Click on Reports in the Navigation Bar at the top of the screen.


Click on Reports in the Navigation Bar at the top of the screen.

 


Select All.

 


Click Transaction Journal.

 
Enter a Date Range.


Enter a Date Range.

 
Click Run Report and the Transaction Journal report is generated.


Click Run Report and the Transaction Journal report is generated.

Display of Manual Patient Funds

Patient funds added manually into the system (credit or debit) will automatically appear in the Patient Payments tab in the Transaction Journal report to ensure all patient payments are accounted for in the selected time frame.

Click Patient Payments in the Transaction Journal report.


Click Patient Payments in the Transaction Journal report.

 


Click Include Unposted Payments.

 
Manually added patient funds records will be displayed here without a system created payment ID and the payment type will be Patient Fund.


Manually added patient funds records will be displayed here without a system created payment ID and the payment type will be Patient Fund.

Option to Remove System Created Patient Funds 

Select the Exclude automatically created patient funds checkbox to remove patient payments that have the payment type Patient fund and a system-generated Payment ID. This prevents double counting of patient funds in the total.

Click Patient Payments.


Click Patient Payments.

 


Click Exclude Automatically Created Patient Funds. Patient payments that have the payment type Patient fund and a system-generated Payment ID will be removed.