Reports

Reports has two tabs: Daily Appointment Details (day schedule with copay/self-pay columns) and Daily Collection Report (patient payments, cash/check reconcile, PDF/CSV/XLS export). Needs View Reports plus each tab permission. Remittance/ERA lives under Billing.

Daily Appointment DetailsOne-day schedule: insurance, copay, self-pay, balance, status (no export)Daily Collection ReportPayment period roll-up, cash/check reconcile, PDF/CSV/XLS export