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Payments Application Summary Report

Report Purpose

This report provides a breakdown of payments received and allocated by a practice.


Presents different methods of analyzing payments allocated within the reporting period.

Common Use

Generated as a period report (day, week or month end) to show payment allocations per rendering provider for the reporting period.

Kareo PM Recommendation

Leverage two key features of this report:

  • Trending – Generate the report by month to month (choose Columns and pick Month) to compare payment allocations by payment type from month-to-month.
  • Grouping and Subgrouping – Use the "Group by" Rendering Provider filter and "Subgroup by" Service Location filter (as well as month to month trending) to display where monies are being generated by providers on a month-to-month basis. Or, filter by "Group By" Rendering Provider and "Subgroup by" Insurance Plan (with trending by month-to-month) to see insurance payment trending by provider.

arrow_orange.jpgTo access and customize the Payments Application Summary

  1. Click Reports > Payments > Payments Application Summary.
  2. Select filters.

Payment Application Summary Filters.jpg


  1. Date Type:
  • Posting Date – Includes all payments posted within the reporting period, regardless of the dates of services.
  • Service Date – Includes only payments posted by the generation date of this report with dates of services corresponding to the selected reporting period.
  1. Scheduling Provider: Select a specific scheduling provider or leave blank to include all scheduling providers.
  2. Rendering Provider: Select a specific rendering provider or leave blank to include all rendering providers
  3. Default Rendering Provider: Select a specific default rendering provider or leave blank when not designating a default rendering provider.  
  4. Service Location: Select a specific service location or leave blank to include all service locations.
  5. Postal State: Select a specific state or leave blank to include all states.
  6. Department: Select a specific department or leave blank to include all departments.
  7. Insurance Plan: Select a specific insurance plan or leave blank to include all insurance plans.
  8. Insurance Company: Select a specific insurance company or leave blank to include all insurance companies.
  9. Payer Scenario: Select a specific payer scenario or leave blank to include all payer scenarios.
  10. Payment Type: Select a specific payment type or choose "All" to include all payment types.
  11. Patient: Select a specific patient for the report.  
  12. Batch #: Select a specific batch number or leave blank to include all batches.
  13. Procedure(s): Either leave blank to report on all procedures within the reporting period or enter a specific valid procedure code.  
  14. Show Unapplied?: Selecting "Yes" includes Unapplied Analysis summary, Beginning Unapplied Balance, Ending Unapplied Balance and Change in Unapplied Balance.  
  15. Group by: Group the report results by designating a group value.
  16. Subgroup by: Select a second level of grouping results by the designating a subgroup value.
  17. Columns: Defines the output type of the report - Month, Quarter and Year options create a trending view of the report for performance comparisons.
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