How do I keep track of Posted Payment report?

Purpose: 
To maintain an auditable record of all processed payments and facilitate reconciliation by tracking payments posted to specific patient visits.

Scope: 
This financial report provides:

• Complete posted payment history (all successfully applied payments)
• Advanced filtering by: 
  • Insurance providers 
  • Check numbers 
  • Payment types (cash, credit, check, etc.) 
  • Date ranges
• Visit-level payment details (links payments to specific encounters)

Procedure:

1. Post Payments:
   1. Via Patient Tab > Payments (prerequisite for report data)
2. Generate Report:
   1. Navigate to Reports > Financial > Posted Payments
3. Apply Filters:
   1. Select insurance type(s)
   2. Enter check number(s) if applicable
   3. Choose payment type(s)
4. Review/Export:
   1. Verify payment accuracy
   2. Export for accounting reconciliation

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The Posted Payment report is used to keep record of all posted payments on specific visits. The payments can be posted through the Patient tab. This report can be filtered by specific insurance types, check #'s, and payment types.