Skip to main content
Kareo and PatientPop are now Tebra. Becoming Tebra will take time and we appreciate your patience as we transition to the new brand experience.Learn More
Tebra Help Center

Payments Summary Report

Report Purpose

This report provides a summary of the payments received by the practice for a designated reporting period.


Use this report to get a quick breakdown of the payments received by the practice for a reporting period.

Common Use

As part of a practice's period report (day, month, quarter or year).

Kareo PM Recommendation

Though this is more of a basic report, custom options allow a practice to analyze day-to-day payment trending by generating the report by Post Date (Group by). The posting date column provides a link to the Payment Details Report to see a complete breakdown of the payment posted on the posting date.

arrow_orange.jpgTo access and customize the Payments Summary Report

  1. Click Reports > Payments > Payment Summary.
  2. Select filters.

Payment Summary Report Filters.jpg

  1. Batch #: Select a specific batch number or leave blank to include all batches.
  2. Payment Method: Select a specific payment method or leave blank to include all payment methods.
  3. Payer Type: Select a specific payer type or choose "All" to include all payer types.
  4. Group by: Group the report results by designating a group value.
  • Was this article helpful?