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Payment Details Report

Details of patient and medical aid payment transactions, for the whole practice.

The user can select a date range type to filter on:

  • Payment date: This is the payment date recorded for the transaction.
  • Transaction create date: This is the date that the transaction was recorded in the system, and can be different from the payment date.

Payment Type Summary

This tab displays the total amounts for each payment type, helping the practice to balance their physical payment slips at the end of each day or week.

FieldDescription/Rules
Payment typeThese are the same payment types as in the “Payments” tab.
AmountThe sum of the payment amounts for that type.

 

Payments

Each detail line represents a payment transaction.

FieldDescription/Rules
Payment datePayment date of transaction.
Payment typePayments are grouped into different payment types.
Transaction create dateThis is the date the payment transaction was created in the db. 
RA no. (if linked)Only shown if the payment is linked to a remittance advice.
Payment ref.
  • For patient payments, this is the reference provided on the UI.
  • For RAs, it is the EFT reference number (if it exists).
Receipt no.Receipt no. generated by the system for the payment transaction.
Paid byIndicates if it was paid by a patient or by a scheme.
Payment amountTotal amount of the payment.
Allocated amountPart of payment that is allocated to invoices.
Invoice(s)Invoice numbers of the invoices that the payment was allocated against.
Account no.Account no. that the payment is linked to.
Account holder surnameSurname of account holder.
Account holder nameFirst name(s) of account holder.
Unallocated amountPart of payment that is unallocated.
Created byName and surname of the user who created the transaction.

 

Breakdown

  • The purpose of this tab is to show all the payments in the dataset, broken down into its allocated and unallocated parts.
  • Each line represents either:
    • an allocation part of the payment to a specific invoice; or
    • the unallocated part of the payment

Example 1: A medical aid payment of R270 that is fully allocated to a single invoice.

Example 2: A patient payment of R500. Where R100 is allocated to an invoice for Peter, R250 is allocated to an invoice for Linda, and R150 remains unallocated.

 

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