Exporting Provider A/R Totals Report

EARLY ACCESS ONLY You can now export the Provider A/R Totals Report as a .csv file for further analysis offline or integration into external workflows. To export the report 1. On the Home menu, click Provider A/R Totals to open the Provider A/R Totals page. 2. Set up the report filters as needed, and then click Search. 3. Click Export. The ProviderTotals.csv file is downloaded. … Read more

Exporting Deposit Slip

Released 9/17/25 You can now export the deposit slip as a .csv file for further analysis offline or integration into external workflows. To export the report 1. On the Home menu, click Deposit Slip to open the Deposit Slip Report page. 2. Set up the report filters as needed, and then click Search. 3. Click Export. The DepositSlip.csv file is downloaded. You can open the … Read more

Exporting Provider A/R Totals Report

Released 8/27/25 You can now export the Provider A/R Totals Report as a .csv file for further analysis offline or integration into external workflows. To export the report 1. On the Home menu, click Provider A/R Totals to open the Provider A/R Totals page. 2. Set up the report filters as needed, and then click Search. 3. Click Export. The ProviderTotals.csv file is downloaded. You … Read more