Customer Payments: Export Search

  1. Export Search Results
    1. Select the box for Include Header Row at the bottom of the search results list
    2. Select
    3. Prompt will appear and user should select Open
    4. Spreadsheet with data from search results will be created
    5. Header Row Definitions
      1. Payment ID – transaction record number
      2. User Type – this details if this was a “customer” online payment or if it was a “client” in office initiated payment
      3. Payment amount – this field is not customized to show as dollars and cents but can be done after export if needed
      4. Payment Date
      5. First Name, Last Name, Address Lines (5 total), Phone Number, Customer Email – all will reflect as entered at the time of payment for the patient account posting
      6. Payment Type – represents the form of payment used such as credit card, cash or check
      7. Payment Method – represents the credit card type
      8. Client First Name, Client Last Name, Client Email – these fields detail which user input the payment information, if the payment was client initiated (see #2)
      9. Payment Status – provides the status of the payment at the time the report is being generated