Service Item Summary - Transaction Source Report

This charge-based report is similar to the report described above, except that it shows a transaction source. It is sorted by practice, location name, and service item. Totals are for adjustment amount, pay amount, and refund amount, with a subtotal for each location, subtotal for each practice and grand total of all practices.

To access the report in NextGen® Enterprise PM, select the Reports menu and select Monthly, then select Service Item Summary, and then select Transaction Source.