Simpatico Payments Applied Reports

Simpatico offers two reports that will show your company information about the funds received that have been applied.

The Payments Applied report is a summary report, and shows a high-level look at how much money was applied. All client payments in the requested date range are summed by Payment Method (check/cash/credit card/etc). The “Number of Transactions” column indicates how many billing lines that payment has been applied towards.

The Payments Applied Detail report breaks down each individual payment application in the requested time period. This report is similar to the Payments Received Detail but only reflects payments that have already been applied. While the Payments Received report might show that a $1000 check was received, the Payments Applied report will reflect only the $800 that has already been applied. The remaining $200 will not reflect on this report until it has been applied to a billing line.

 Please note that this report does not reflect payments applied to any Non-Documented Visits.

Multi-Location Specifics

For multi-location companies, these are Clinic Level reports. This means the Payments reflected on this report are a reflection of only the active location selected in the Simpatico location drop-down.

This report can be used to narrow down what portion of the total Payments Received (Client Level) report was designated for each clinic location.


Suggested Uses for Payments Applied Reports

  • Multi-location companies: identify individual business location income, after it’s been applied
  • Monitor company income
  • Identify payments that still have unapplied amounts remaining