Activity Report algorithm - Post Date vs. Entry Date

The Activity Report in the ChiroSpring application may be run on 2 different algorithms: Post Date vs. Entry Date. The Post Date algorithm allows the user to see all payments based on when the payment was dated, rather the Entry Date algorithm will show payments based on when they were applied into the application, or allocated to a claim if it was a payment on account. Both algorithms are useful for a variety of different purposes, but here are some common uses. 

1. Running payment stats by provider: if running payment statistics for an individual provider, the Entry Date algorithm will allow you to see what was applied to that provider's claims during your reporting period. This can be especially helpful if the clinic is utilizing the Activity Report to run for individual providers for payroll related purposes. 

2. Running patient payments for the end of the day reconciliation: clinics checking their patient payments for entry accuracy at the end of the day should use the Post Date algorithm. This ensures that only patient payments made that day will appear in the report results

3. Overall clinic statistics for past time period payments: Post Date algorithm functions best for checking past time period payment statistics. This will ensure that for the time period of your report, you are viewing payments made to the clinic during that report range, rather than payments entered or applied during that period. 

The Entry Date and Post Date payment algorithms are also mentioned in the Snapshot Report, and they follow the same rules and algorithm principles as the Activity Report Entry Date vs. Post Date payment totals.