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The Deposit Summary report provides a summary of all payments marked as deposited for a given time period broken out by Place of Service and Rendering Provider.
Step 1. On the Navigation Bar, click ‘Billing’, and select ‘Reporting’
Reporting is limited to users with the Role of Organization Admin or Reporter.
Step 2. From ‘Reporting’, click ‘Deposit Summary’
Step 3. Select ‘Deposit Date Range’, then click ‘Filter’
Step 5. To download the report, click ‘Download as CSV’
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