VP Credit Card Transactions Report

VP Credit Card Transactions; VP Credit Card Transactions - By Card Type; VP Credit Card Transactions - By Date

Run a VP Credit Card Transactions report to obtain a list of patient transactions that were processed via credit card, including the amount paid, card type, and approval status of each transaction, and the total amount collected.

How to Get Here

ViewPoint main menu - Practice Reports > Financial > VP Credit Card Transactions (select from several options).

 

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VP Credit Card Transactions - This report shows each VP Credit Card transaction posted within your date range.  The report separates and subtotals transactions by posting method. Choose to sort the transactions within each section by patient, responsible party or date.

VP Credit Card Transactions - by Card Type - This report shows each VP Credit Card transaction posted within your date range, separated by posting method, and subtotaled by credit card type. Choose to sort the transactions within each section by patient, responsible party or date.

VP Credit Card Transactions - by Date - This report shows each VP Credit Card transaction posted within your date range, separated by posting method, and subtotaled by date.  Choose to sort the transactions by patient, responsible party or card type.

Run This Report

Report Settings - Select the options to use for choosing records and generating this report or form. Choose carefully, as your selections will affect which patients are included in the report.

• Start / End Dates - Choose the range of dates to include on this report, or select a single date for both the Start Date and End Date fields to run the report for an individual date. You can type a date in the fields, or click the dropdown button to select a date. Your selected date or date range will appear just under the report title when you view your report; if you select a date that is not today, this date will be different than the run date that appears in the report header. You can alternately select to include transactions from a range of Transaction reports.

• Sorting option - Your sort options vary, depending upon which report you choose to print.

Manage record selections & output - After selecting the report options, click Ok to continue to your output choices. See "Manage Record Selection & Output" for details.

More Information

Report Title & Header - Whether you view the report on your screen or print it, the report title and run date appear in the header of each report page. If you used subgrouping or other report options, the subgroup description appears just under the report title so you know which criteria was used to generate the results. In addition, the report header can optionally include the exact subgroup criteria used to generate the report, instead of just the subgroup description.

• Financial Reports
  • Adjustments, Tx Fees & Changes
  • Accounts Receivable Aging Report
  • Auto Receipts Posting History
  • Auto Receipts Review Reports
  • Balancing Worksheet
  • Balancing Worksheet Summary
  • Charge & Receipt Summary
  • Contract Totals Report
  • Daily Transaction Summary
  • Deposit Slip
  • Deposits by Operator
  • Late Fees Report
  • Ledger Report
  • Miscellaneous Charge Detail Report
  • OrthoBanc Transactions
  • Patient Balance List
  • Patient Fees and Account Balance Report
  • Practice Statistical Analysis Report
  • Projected Income Report
  • Projected Receivables by Month Report
  • Proposed Contracts Report
  • Responsible Party Balance List
  • Transaction Report
  • Transaction Audit - by Patient
  • Transaction Charge & Receipt Summary
  • Transaction Summary (& Balance Proof)
  • Transactions by Type Report
  • Vanco Transactions
  • VP Credit Card Transactions Reports

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