This will generate a report that will give a list of all the clients with their copay information and the method of payment for the copay. Note: This is found on your Frontdesk Dashboard only.

Filtering options:

• Date range

Excel spreadsheet fields:

• Appointment time
• Entered - time it was entered
• Client - name of client
• User - who entered the copay
• Type - cash, credit card, check
  
• Number - if one is entered
  
• CC - credit card amount
• Cash amount
• Check amount
• Other - such as money orders, etc
• Transaction - how it was entered in copay or payment section