Use the Hidden Payment Splits Report to track accounts with prepayment types marked as Do Not Show on Account.

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

Filters

From / To Dates: Click the dropdown to select a date or type a date to enter the date range for the report. Use the W arrows to quickly move forward or backward one week from the currently displayed date.

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

• Filters by provider assigned to the payment split.
• 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: Select the clinics to include on the report. Check All (includes hidden) to include all clinics.

• Filters by clinic assigned to payment split.
• If user is restricted to specific clinics, only accessible clinics will list. When checking All (includes hidden), results will 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. All patients with treatment planned procedure prepayments are displayed. The negative values represent the prepayment transferred to completed procedures or refunded.

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 payment split.
• Provider: Provider abbreviation of the provider attached to the payment split.
• Clinic: Clinic attached to the payment split. Clinics marked hidden are denoted with (hidden).
• Code: Procedure code attached to the payment split.
• Description: Procedure description of the procedure code attached to the payment split.
• Amount: Amount of the listed payment split. If a single payment contains multple payment splits, this will differ from the payment amount.