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This page covers how to generate a transaction report from the Patient Responsibility page. For the column-by-column field reference, see the Site Transaction Report; for the payment-method summary variant (cash, check, card, and insurance virtual cards), see the Site Transaction Report Summary.

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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.

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Here’s How to Do It

In the Patient Responsibility page, choose the Transaction View tab and click Transaction Report. Filter by time range (start and end date/time), Rendering Provider, Patients, Facilities, and Facilitated By. You can also toggle Include Credit Payments and Include Automatic Write-Offs 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!