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Financial Reports

InSched provides a comprehensive set of financial reports for analyzing practice revenue, tracking outstanding balances, and generating patient communications.

Transaction Reports​

Select Reports > Transaction Report from the menu.

The Transaction Report provides detailed analysis of charges and payments, with filtering by:

  • Date range
  • Provider
  • Procedure code
  • Account
  • Location
  • Payment method

Day Sheet / Daily Transaction Report​

Select Reports > Day Sheet Transaction Report from the menu.

The Day Sheet summarizes all financial activity for a specific day, including:

  • All charges entered
  • All payments received
  • Net activity for the day
  • Running totals by provider and procedure

This is typically printed at the end of each business day for reconciliation.

Daily Close Report​

Select Reports > Daily Close Report from the menu.

The Daily Close Report is used for end-of-day financial reconciliation, summarizing total collections by payment method.

Patient Balance Report​

Select Reports > Patient Balance Report from the menu.

Shows outstanding balances by patient, useful for identifying patients with overdue amounts.

Transaction Aging Report​

Select Reports > Transaction Aging Report from the menu.

Breaks down outstanding charges by age (30 days, 60 days, 90 days, 120+ days), helping identify slow-paying accounts.

Unpaid Charge Report​

Select Reports > Unpaid Charge Report from the menu.

Lists all charges that have not been fully paid, with aging information.

Unapplied Payment Report​

Select Reports > Unapplied Payment Report from the menu.

Lists payments that have been received but not yet applied to specific charges. This helps identify deposits that need to be allocated.

Cash Flow Report​

Select Reports > Cash Flow Report from the menu.

Analyzes cash receipts over time, providing insight into practice revenue trends.

Transaction Pivot Report​

Select Reports > Transaction Pivot from the menu.

A cross-tabulation report that allows you to analyze financial data across multiple dimensions simultaneously (e.g., charges by provider by month, payments by procedure by location).

Uncertified Payment Report​

Select Reports > Uncertified Payment Report from the menu.

Lists payments that have not been certified or verified, providing a review checkpoint.

Transaction Review Needed Report​

Select Reports > Transaction Review Needed Report from the menu.

Lists transactions that have been flagged for review during entry.

Transaction List​

Select Reports > Transaction List from the menu.

A detailed listing of all transactions matching specified criteria.

Patient Statements​

Create All Patient Statements​

Select Reports > Create All Patient Statements to generate statements for all patients with outstanding balances.

Statement Printing Wizard​

The Statement Printing Wizard guides you through the process of generating, previewing, and printing patient statements in bulk. Steps include:

  1. Select which patients to include
  2. Choose statement format and layout
  3. Preview statements
  4. Print or save as PDF

Report Procedure Groups​

Select Setup > Set Up Report Procedure Groups to organize procedure codes into groups for reporting purposes. This allows you to see summary totals by procedure category (e.g., "Surgical", "Non-Surgical", "Injectables") in your financial reports.