Spinner

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