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Daily Report

Report Purpose

This report provides a summary of the daily financial activity for a practice on the designated reporting day.

Value

Compilation of all financial activity including encounters posted, procedures, charges, receipts, adjustments and a payment register to validate daily deposits.

Common Use

Use as an end of day report to capture all activity for the day. Includes a Payment Register that a practice can use to validate all receipts received for the day.

Kareo PM Recommendation

This report should be a standard report for all practices to reconcile their daily financial activity.

To access and customize the Daily Report

  1. Click Reports > Productivity & Analysis > Daily Report.
  2. Select filters.

 

Daily Report Filters.jpg

  1. Date Type:
    • Posting Date – Includes all activity posted within the reporting period, regardless of the dates of services.
    • Service Date – Includes activity posted by the generation date of this report with dates of services corresponding to the selected reporting period.

  1. Batch: Select a specific batch number or leave blank to include all batches. Practices that assign individual posting batch numbers to users in order to track their activity can use this filter to  monitor a user’s daily activity.
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