Payments Received Gadget

Best used to: Track daily and weekly trends in the amount of payments received from patients and insurance.

Designed for: Administrators

Filters: Received or Entered Date; Last 7 Days, Last 30 Days, Last 90 Days; All payments, Only insurance payments, Only patient payments

Drill Down: Includes ability to drill down by a specific date when viewing payments received in the Last 90 Days.

Details: The Payments Received gadget provides the ultimate overview of payments received from both patients and insurance. This gadget provides full visibility into your business’ gross revenue on a daily and weekly basis, allowing for analysis of trends and projection of future revenue.

Drill Through: This report includes direct connections to the Daily Deposit Report, Daily/Monthly Insurance Payments/Adjustments report, and the Daily/Monthly Patient Payments/Adjustments report and the Payment Tracking area of the Control section.


  • Only shows payments that have been posted/saved. If ERAs are unapplied, these payments are not included in this gadget or the corresponding reports. 

  • Does not include refund or reversal payments.