Financial Summary Report allows you to export the patient transactions details, such as Date of Service, Date of Posting, Facility, Provider, Patient, Payer, Responsibility, Claim Attribute, and etc.
To export the Financial Summary Report:
| 1. | From the left menu items, click Reports > Patient Reports > Financial Summary. The Financial Summary Report screen is displayed. |
| 2. | Start typing the Patient name for whom you want to generate the report and select the patient from the list displayed. You can also select the patient by clicking the search icon  . |
| 3. | On the Financial Summary Report screen, you can view different report filters based on which the report is generated. On the screen: |
| • | Select the Facility from the drop-down list. |
| • | Select the Provider from the drop-down list. |
| • | Select Payer, Responsibility, Service Provider, Claim Attribute, User, Billing Entity, and Encounter Type as per your requirement from the drop down list. |
| • | Click the Export Data button to export the report into excel file. |
