---
title: "Payments Per Provider Report"
url: "https://help.healthbridgenova.co.za/en/article/payments-per-provider-report"
language: "en"
last_updated: "2026-09-17T09:59:32.225Z"
---

# Payments Per Provider Report

Details of payments received, for a selected provider. This report lists payments linked to a provider via invoice, excluding unallocated and unreconciled payments. The Excel version offers more detailed information without display limits

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.

#### **Summary Section**

#### This section shows a breakdown of patient payments and medical aid payments per provider.

| **Field** | **Description/Rules** |
| --- | --- |
| **Patient payments** | Sum of patient payments of all types. |
| **Med aid payments** | Sum of medical aid payments of all types. |
| **Insurance payments** | Sum of insurer payments of all types. |

#### **Detail Section**

#### Each detail line represents a payment on an invoice. Therefore, if a single payment is allocated to 2 invoices, two detail lines must be displayed.

These fields appear on the PDF version of the report:

| **Field** | **Description/Rules** |
| --- | --- |
| **Payment date** | Payment date of transaction. |
| **Payment type** | Payments are grouped into different payment types. |
| **Payment amount** | Payment amount allocated to the invoice. |
| **Invoice no.** | Invoice number of the invoice the payment was allocated to. |
| **Provider** | Treating provider invoice is linked to. |

 The Excel version has the following additional information:

| **Field** | **Description/Rules** |
| --- | --- |
| **Recon date** | This is the date the payment transaction was created in the db. |
| **Payment ref.** | -   For patient payments, this is the reference provided on the UI.<br>-   For RAs, it is the EFT reference number (if it exists). |
| **Receipt no.** | Receipt no. generated by the system for the payment transaction. |
| **Paid by** | Indicates if it was paid by a patient or by a scheme. |
| **Account no.** | Account number that the invoice is linked to. |
| **Patient** | Patient linked to the invoice. |
| **Invoice amount** | Total amount of the original invoice. |
| **Branch** | Branch invoice is linked to (only visible for a multi-branch practice). |