The Journal Detail Report is a report for an individual patient or guarantor that displays master debits with their linked credits, or master credits with their linked debits, based on the date of service or posting date.

1. Perform a lookup in the Patient or Guarantor Folder and select someone. Right-click on the patient/guarantor and select Reports > Journal Detail from the popup menu (Figure 1).

Figure 1 - Patient (or Guarantor) Folder

2. The Report Parameters dialog is displayed (Figure 2). Enter the desired date range, Date Type (Service Date or Posting Date options), and Journal Mode (Debits or Credits).

Note - Both credits and debits will be displayed in all Journal Detail Reports but the type you select in the Journal Mode field will be displayed in the "header" row.

Figure 2

3. The Journal Detail Report is generated and displayed in the Report Viewer
(Figure 3).

Figure 3 - Individual Journal Detail Report