The Payments Detail report provides transaction-level payment information, including tender types such as credit card, ACH, cash, and paper check. Users can review transaction status and payment method details for deeper reconciliation.
Use cases: Researching a specific payment, validating posted transactions, reviewing failed or refunded payments, and supporting audit requests.
How to run the Payment Detail report
1. Log into the Staff Experience.
2. Hover over the Actions menu.
3. Click Reports.
4. Select the Payment Detail report.
5. Select your filters.
6. Click Submit.
Report filters
This report contains the following filters:
1. Institution name (this shows for larger health systems with multiple providers)
2. Calendar Date / Effective Date
3. Date range (From Date/To Date)
4. Payment Methods
5. Transaction Types (Regular/Refund/Return/Fee Adjustment)
6. Transaction Statuses (Success/Unknown)
7. Service Collection Types (Pre-Service, Post-Service, Both, NA)
8. Payment Plan Types (Provider Plan, Payzen Financed Plan, No Plan)
9. Text-to-Pay Only
Example