What is it?
The Payment Detail report shows the details around transactions that occurred in the system, with options to include transaction types, tender types, statuses.
The Payment Detail report is also one of the reports we suggest to help customers reconcile with their EHR and/or bank deposits! The other commonly run report to help customers reconcile their transactions is the Payment Summary report.
To learn more about reconciliation, check out the Reconciliation article in our Help Center!
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. Tender Types (Payment Methods)
5. Transaction Types (Regular/Refund/Return/Fee Adjustment)
6. Transaction Statuses (Success/Unknown)
What does the report show you?
The report will show you details at the transaction level, based on the filters you set up prior to running the report.
You can even drill down into the OPH TX ID (Transaction ID) by clicking on each link in the report!