Use the Hidden Payment Splits Report to track accounts with prepayment types that are shown in the Hidden Splits tab of the Account.

In Standard Reports, in the Lists section, click Hidden Payment Splits.

This report tracks Paysplit (paysplits) with an Definitions: PaySplit Unearned Types marked as Do Not Show on Account. These paysplits are not displayed in the main Patient Account tab in the Account Module and instead are displayed in the Hidden Splits tab.

Filters

Set the report criteria and filters before running the report.

From / To Dates: Choose the date range for the report. Click the dropdown to select a date or type a date. Use the W arrows to quickly move forward or backward one week from the currently selected dates. Date range applies to the Payment Date associated with the paysplit.

Providers: Select the providers to include in the report. Check All to include all listed providers and Unallocated hidden splits.

• Filters by provider assigned to the paysplit.
• Selecting No Provider includes prepayments with no provider allocation (i.e., Unallocated).

Unearned Types: Select the Unearned Types marked Do Not Show on Account to include on the report. Check All to include all Unearned Types marked Do Not Show on Account, including those marked Hidden.

Clinics: Only available when Clinics are enabled in Show Features. Select the clinics to include in the report. Check All (includes hidden) to include all clinics and paysplits not attached to a clinic.

• Filters by clinic assigned to paysplit.
• If user is restricted to specific clinics, only accessible clinics are listed. When checking All (includes hidden), results include all clinics user has access to, including those marked hidden; results do not include clinics user is restricted from or payment splits not assigned to a clinic.

Report Preview

Click OK to display a print preview of the report results. Paysplits matching the filter criteria are listed. Negative values represent the prepayment transferred to completed procedures or refunded.

The following is an example of the report and explanation of the report columns. For a description of toolbar buttons, see Complex Report System.

• Date: Payment date. See Payment.
• Patient: Last name and first name of the patient attached to the paysplit.
• Provider: Provider abbreviation of the provider attached to the paysplit.
• Clinic: Clinic attached to the payment split. Hidden clinics are denoted.
• Code: Procedure code attached to the payment split.
• Description: Procedure description of the procedure code attached to the paysplit.
• Amount: Amount of the listed payment split. If a single payment contains multiple paysplits, this differs from the total payment amount.