Skip to main content

​
At a Glance

For the health of any medical practice, or any business for that matter, regular audits of transactions are a standard best practice. Here’s how Athelas can get you your daily, weekly or monthly financial data with ease.

​

​
Here’s How to Do It

In the Patient Responsibility page, choose the Transaction View tab and click Transaction Report. Filter by time range, Rendering Provider and/or Facilities. You can also toggle visibility of credit card payments on or off. Then click Confirm. After you click Confirm, a Payment History Report folder will download to your computer. It contains CSV files of Aggregate Metrics, Processed Transactions and Transactions by Charge. It also contains a PDF of the Transactions by Charge for an easy viewing experience.
  • Aggregate Metrics shows a single line of all totals in all categories — Outstanding Balance, Paid Cash, etc.
  • Processed Transactions shows all payments, refunds and write-offs that successfully went through.
  • Transactions by Charge shows individual charges assigned to patients, including any credits added.
The PDF is included for an easier viewing experience at a glance. It looks like this: Done!