Understanding the Payment Report

Praxis provides very detailed information on all payments taken in the system.  This is the report you will want to use on a daily basis to reconcile to your practice management system.   The report will default to the current date automatically, and give you a total of Approved Transactions, and the total dollar amount of approved transactions.    The report will show all voided, and failed transactions as well, but they will not count in the Approved, and Total numbers at the top right.  

The following information is available in the Payment Report:

Date and Print Options

Date Range: By default is set to current day, but you can run the report for whatever date range you need.

Get Report: After setting a custom date range, this is the button to execute the report.

Print Report: Will print the report for the days you have selected.

Transaction Operations

There are several transaction operation buttons available on the report screen.   Once you select an approved transaction, you will have the option to:

Void:  Transactions that have not settled can be voided.   This will cancel the payment and not have to be refunded.  For more information on Void vs Refund, see this article about voids vs refunds.

Refund: This operation refunds a settled charge back to the cardholder.   For more information on refunds, and partial refunds see this article about partial and full refunds.

Post: Posting is the action of our practice management bridge that copies the payment information to your practice management system.   Please see the article specific to your system for more information on this function.

Report Details

The following details are available in the payment report:

Memo: Notes added to a payment during processing.   Website payments will have the patients name and chart number for identification.