1. Overview
Purpose:
This report shows all transactions done during a selecteddate range
Target Audience:
Billers, admin
2. Report Location
Navigation Path in System:
Reports >> Billing Reports >> Exports >> Export Transaction Information
3. Report Filters & Parameters
| Filter Name | Description |
| Detail | Results to include details of the transaction |
| Summary by Physician | Restricts results to summary by physician |
4. Output Columns
| Column Name | Description |
| CLAIMID | Claim ID generated in EHR |
| ACCTNO | Patient account number |
| FNAME | Patient first name |
| LNAME | Patient last name |
| DOS | Date of service |
| CODE | Procedure code |
| CHARGE | Total charge amount |
| PHYSNAME | Name of the physician |
| TRANSDATE | Transaction date |
| RECEIVED | Total amount received |
| DEBITAMOUNT | Amount debited |
| AMOUNTAPPLIED | Amount applied to credit balance/insurance credit balance |
| DESCRIPTION | Description of the transaction |
5. Report Grouping / Sorting Behavior
Sorted by Transaction Date ascending
6. Export Options
Available for export in CSV format
7. Special Notes / Tips
- ‘Summary by physician’ gives a summary of the no. of transactions received, debited and applied from credit balance
8. Sample Screenshot
9. Version History
| Version | Date | Description |
| 1.0 | 2025-08-19 | Initial documentation created |
