Activity Summary by Month Report

Description: The Activity Summary by Month report shows a total of all charges, payments(Insurance & Patient), and adjustments broken down by month for a given time frame. This report is best used as a way to see a net total of outgoing charges and incoming payments/adjustments for each month in a given date range. 

Limitations: Does not include deleted charges, payments, or adjustments. Does not include incomplete charges or debits. Does not include information regarding account credits.

Important Note: All charge totals shown and all payment/adjustment totals shown are not necessarily related to one another. That is, payments and adjustments may be included in the totals that are not related with charges included in the report's totals. Also note that totals shown for each month may not be representative of that entire month as the totals shown are based on the date range specified in the report's filters. If all days within a particular month fall within the specified date range, the total is representative of the entire month.