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Payments by Line Item Report

The Payments by Line Item report is a line item report that displays all transactions that have payments made to them. The report is sorted by:
  • Location name
  • Posting date
  • Batch date
  • Batch number

Totals are for payment amount, with a subtotal for each posting date within each location, subtotal for each location, and grand total of all locations.

NextGen Healthcare recommends that you only choose one of the Filter 1 date ranges (posting date, process date, or transaction date) to generate a meaningful report. To show the process date, specify the Process Date rather than the Create Date on the Filter 1 tab.

The Daily Adjustments, Payments and Refunds Reports balances to the Monthly Transaction reports. They do not balance to the adjustments, payments and refunds columns in the Monthly Service Item Summary report. This is because the Daily reports show unapplied amounts, while the Monthly Service Item report does not. Also, the Service Item Summary report is a charge-based report and only pulls transactions based on the charge date range, while the daily reports are transaction based and pull all transactions within the specified date range.

You can generate the report in NextGen® Enterprise PM by selecting Reports > Daily > By Line Item > Payments.

From the Report Filter window, select the Info button to view the following information about the report:
  • Logic
  • Filtering Info
  • Common Uses
  • Balances to the Following Reports
Payments by Line Item Report