The Transactions Page provides an all-in-one view of your practice's financial activity, offering graphs, tables, and detailed data on all transaction types. It is designed to help you monitor, analyze, and manage payments effectively, with the ability to filter data and generate reports for specific time periods.
Key Features of the Transactions Page
1. Transaction Metrics and Widgets
The top section displays high-level transaction metrics, providing quick insights into your financial activity:
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Gross Volume: The total revenue before fees or adjustments.
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Net Volume: The revenue after fees have been deducted.
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Spend / Patient: Average spending per patient.
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Transactions: The total number of transactions during the selected period.
Interactive Graphs:
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Gross Volume Graph:
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Visualizes revenue trends over time.
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Enables easy identification of high- and low-revenue days.
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Spend / Patient Graph:
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Shows patient spending trends.
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Helps assess financial performance per patient.
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Transaction Breakdown:
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A circular chart categorizes transactions by status:
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Success
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Refund
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Failed
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Dispute
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2. Transaction Table
The transaction table provides a detailed view of all transactions processed, with columns for:
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Account: Name and identifier of the patient or guarantor.
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Paid Date: Date of the transaction.
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Amount: Total transaction amount.
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Net Deposit: Amount deposited after deducting fees.
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Recorded: Indicates if the transaction has been logged into your system.
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Source: The payment type (e.g., Virtual Payment, Terminal Payment).
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Status: Current status of the transaction (e.g., Success, Pending).
Actions:
- Click on any transaction to view additional details or update its recorded status.
3. Filters and Customization
Customize your view with the following filters:
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Transaction Source: Filter by payment method, such as terminal, virtual, or auto-collection payments.
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Recorded Status: View only recorded or unrecorded transactions.
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Transaction State: Narrow results by success, refund, or dispute.
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Time Range: Adjust the date range to display transactions from specific periods.
4. Generate Transaction Reports
Easily create a detailed report for daily or custom-period transactions:
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How to Run a Report:
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Select the desired filters and time range.
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Click on the report generation option to download a PDF or CSV file.
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Report Contents:
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Includes transaction details, gross and net amounts, fees, and payment sources.
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Useful for reconciliation or auditing purposes.
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Benefits of the Transactions Page
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Enhanced Visibility: Access high-level metrics and granular details in one place.
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Data-Driven Insights: Use graphs and charts to identify trends and optimize performance.
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Customization: Apply filters to focus on specific transactions or periods.
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Efficient Reporting: Generate detailed transaction reports for accounting and compliance.
The Transactions Page is a powerful tool for monitoring your practice’s financial health and ensuring accurate records. For further assistance with using the page or generating reports, feel free to contact support!
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