Payment Account Adjustments List

Run the Payment Account List to obtain a list of the payment accounts you use to accept payments for your practice. The report includes the transaction type category, default description, office and doctor assignment (if any), and account type.

Get Started

Create Payment Accounts - Use the Payment Accounts editor to define the types of payments you accept from responsible parties. If you integrate Edge Cloud with an electronic payment processing system, such as OpenEdge, Vanco, or Vantiv Worldpay (formerly Element), you must create at least one payment account to use with that integration. See "Set Up Payment Accounts" for details.

Run This Report

1. Open the Report - Home ribbon bar > Reporting section > Reporting > Table > Payment Account List > Run. (You can also use the Search field to find the report you want to work with.) You might also be able to run this report from your Recent Reports or Quick Reports list. See "Run Reports" for details.

   

2. View Results - If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the Print Only option enabled will not show your results on the screen at all, but continue with the printing options.

3. Manage Options and Output - With the results on your screen, you can choose different report settings from the left side of the screen and click View again to obtain different results. In addition, you can manage the output with the toolbar at the top of the report window. See "Use Report Results" for details.