Summary

The collections report provides an overview of all collected amounts—both insurance and patient payments—within a specific date range for your site.

Notes

• Columns labeled with overall_ are already aggregated and cannot be used to sum payments.

  • For example, if there is a column labeled **overall**_amount_paid and another labeled amount_paid, use the amount_paid column for aggregation.

• If a patient payment has a recorded payment date (entered by the user), this date will be shown instead of the system-generated payment date.

• The report does not account for the date of service. It only tracks the date when the payment was posted in our system.

• Insurance payments reflect what is posted in Insights and may not correspond to actual bank deposits.

• Insurance names are based on Athelas' insurance mapping. Contact your account manager if you need to update the mapping.

• Each insurance payment may be linked to a bank deposit through our Plaid banking integration. If you're interested in this feature, please reach out to Athelas staff.

Filters Supported

• Facilities

• Date Range: Date Posted

• Patients

• Rendering Providers

• Payers