OfficeMate Home Office User's Guide - OfficeMate Software Solutions

List of Reports
Chapter 13 Creating & Printing Reports & Statements
Daily Transaction Audit
The Daily Transaction Audit report lists all activity on a specific date. This report can
display transactions grouped by providers. It includes patient names, fee slip numbers,
transaction descriptions, and amounts. Eyefinity/OfficeMate suggests creating this
report on a daily basis.
To create the Daily Transaction Audit report, set the date parameters, select the
By Provider check box if you want to sort the report by providers, select a
provider from the Provider drop-down menu, select a recorded by user from
the Recorded by drop-down menu, and select a location from the Location
drop-down menu. Also, choose the appropriate Insurance Co / Patient
Name sort order.
Note
An “O” appears next to original transactions and a “U” appears next to
updated (modified) transactions.
596 OfficeMate Home Office User’s Guide