1. Overview
Purpose:
This report shows the details of credited services during a selecteddate range
Target Audience:
Billers, admin
2. Report Location
Navigation Path in System:
Reports >> Billing Reports >> Practice Reports >> Credits Report
3. Report Filters & Parameters
| Filter Name | Description |
| Split by Procedures Codes | Groups the results by Procedure Codes |
| Procedure Code | Restricts the results one and more procedure code |
| Split by Users | Groups the results by Users |
| Users | Restricts the results one and more user id's |
| Location | Restricts results to one or more locations |
| Split by Location | Groups the results by location |
| Credit Transaction Date | Restricts the results to a selected transaction date range |
| Date of Service | Restricts the results to a selected service date range |
4. Output Columns
| Column Name | Description |
| Acct # | Patient account number |
| Patient Name | Patient name |
| From Date | Service date |
| CPT4 | Procedure code |
| Charges | Claim billed amount |
| Credited On | Charge credited date |
| Credit Reason | Reason for credit charge |
5. Report Grouping / Sorting Behavior
Sorted by Transaction Date and Date of service ascending
6. Export Options
Available for export in PDF, Excel and CSV format
7. Special Notes / Tips
- Does not include claim information
8. Sample Screenshot
9. Version History
| Version | Date | Description |
| 1.0 | 2025-08-04 | Initial documentation created |
