Transactions
Transactions shows claim-level billed amounts, adjustments, insurance paid, patient paid, and balances. Expand a row for remittance line detail and patient payment activity. Export to Excel for offline review.
Transactions
From
To
Patient
| Dos/posted | Patient/service | Provider | Diagnosis/insurer | Billed | Adjmt | To sec | To pt | Ins paid | Pt paid | Ins bal | Pt bal | Note | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 06/05/2026 | SANDRA ADAMS | MobileProvider Hudson | — | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | — | |
| 06/05/2026 | SANDRA ADAMS | MobileProvider Hudson | — | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | — | |
| 06/05/2026 | SANDRA ADAMS | MobileProvider Hudson | — | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $10.00 | $0.00 | $0.00 | — | |
| 06/05/2026 | SANDRA ADAMS | MobileProvider Hudson | — | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | — | |
| 06/05/2026 | SANDRA ADAMS | MobileProvider Hudson | — | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | — |
What the Transactions List Shows
Each row is claim money for a patient and date of service: billed, adjustments, insurance paid, patient paid, balances, diagnosis/insurer context, and notes. Expand for ERA service lines and patient payment detail.
Filters and Export
Filter by From/To dates and patient search. Export To Excel downloads the current view for reporting. This is different from Daily Collection Report under Reports, which focuses on day-of patient collections and cash/check steps.
Compared with Other Screens
Live Claims = work and submit claims. Remittance Reports = verify payment files. Patient Statements = collect patient balances. Transactions = detailed money trail per claim.