Patient Payments & Adjustments Gadget

Best used to: Understand how patient payments and adjustments compare to one another on a daily and weekly basis.

Designed for: Administrators

Filters: Received or Entered Date; Last 7 Days, Last 30 Days, Last 90 Days

Drill Down: Includes ability to drill down by a specific date when viewing results within the Last 90 Days.

Details: Collecting patient balances is an art form in its own right, especially when it comes to ensuring that your office is collecting more than is being written off or adjusted in other ways. By using the Patient Payments & Adjustments gadget, your office can easily see what has been collected from patients on a daily and weekly basis compared with how much has been adjusted or written off. Used with the Daily/Monthly report of the same name, this gadget can be your main tool for managing trends in your patient collection consistency.

Drill Through: This report includes a direct connection to the Daily/Monthly Patient Payments/Adjustments report.


  • Results only include payments that have been posted/saved.