Insights: Payments
The Payments report offers a complete record of all payments and refunds entered into Sessions Health, including essential details such as payment entry timestamps, practitioner, Client ID, client name, Bill ID, payment type, payment amount, and notes. Credits added or used for payments are excluded from this report.
👀 If you don’t see the Payments report, your permission settings may need to be updated. Please check with your system administrator to review and adjust your access.
In this article:
- Payments Report Contents
- Using Report Filters
- Sorting by Column
- Downloading Payments Data
- Frequently Asked Questions
- Related Resources
Payments Report Contents
The following information is displayed on this report:
| Field | Definition |
|---|---|
| Added Time | The date and time when the payment was recorded |
| Posted Date | The date when the payment was posted |
| Practitioner | The practitioner associated with the bill |
| Client | The client associated with the payment |
| Client ID | The client's assigned internal identification number. (Note: This column only displays when Manage Internal IDs for Clients is enabled under Account Settings > Clients.) |
| Bill ID | The internal bill ID linked to the payment |
| Payment Type | The payment method or classification used for the transaction |
| Payment Amount | The dollar amount paid or refunded |
| Payment Descriptor | Additional identifying details associated with the payment |
| Notes | Any additional notes included when the payment was entered |
Using Report Filters
Use filters to narrow your view and focus on specific payment data. Within the date range selector, you can toggle between two date types:
- Added Date: Filters payments based on the date they were entered into the system.
- Posted Date: Filters payments based on the date they were applied to the client's account balance.
To set the timeframe, use the drop-down menu of common periods, or select specific start and end dates. Additional filters let you refine results by practitioner (Members), client name or Client ID, and specific payment methods (using the Payment Type checkboxes).
Sorting by Column
Select most column headers to sort data in ascending or descending order.
For example, sort by Time to organize transactions chronologically, by Client to group alphabetically, or by Payment Amount to organize by transaction size.
Downloading Payments Data
To the right of the filter options, you can download the report as a .csv file by selecting the Download button. The exported CSV includes all displayed fields, including Client ID. You can exclude specific parts of the data as needed by filtering the report before selecting Download.
Frequently Asked Questions
Why don't I see the Client ID column or filter in my report?
Client ID columns and search capabilities are hidden if Manage Internal IDs for Clients is turned off. An account administrator can enable this feature under Account Settings > Clients.
Are client credits included in the Payments report?
No. Client credits added or applied toward payments are excluded from this report because they do not reflect cash or card transactions entering or leaving the system.
Can I filter payments by practitioner or payment method?
Yes. Use the Members dropdown filter to select specific clinicians, or check specific boxes under Payment Type to isolate card payments, cash/check, insurance payments, or refunds.
Related Resources
For more information about billing and Insights reports, check out these resources: