Generate a Transaction Summary Report
Learn about Transaction Summary Reports and how to generate them.
Reporting
About Reports
Learn about the four report areas available in Reports in Bridge Payments: Transaction Search, Text to Pay Reports, Report Exports,…
About Exporting Reports
Learn how exporting reports in Bridge Payments works, how to access your report exports, and about the export file type…
Actions on Transaction Details
Learn how to post payments, void/refund payments, and recall receipts to print or send.
Fix a Payment Submitted to the Wrong Location
Learn how to fix a payment that was submitted to the wrong Merchant Account by mistake. This can include patients…
Generate Batch Settlement Reports
Learn about Batch Settlement Reports and how to generate them.
About the Consent Status Report
Learn about the Consent Status Report in Text-to-Pay Reports and the different status meanings.
Tracking Text-to-Pay and Bulk Text-to-Pay Payments
Learn how to track single Text-to-Pay and multiple Bulk Text-to-Pay payments with Text-to-Pay Reports in Bridge Payments and what information…
Find Transactions Processed in a Batch Using the Batch Settlements Report
Learn how to find transactions processed in a batch using the Batch Settlements Report.
PayerSync Overview
This video walks you through how to view claim payments, explanation of payment details, and post claims to your practice…
Generate a Transaction Report in Bridge Payments
Learn how to use Transaction Search to view, print, or export and download (in CSV, XLSX, or Summary by Source…
Refund or Void a Payment
Learn how to refund (full or partial) or void a payment in Bridge Payments.
Voiding and Refunding Transactions
You can void and refund payments from within Transaction Search.
Using the Batch Settlement Report
Use the Batch Settlement Report to view details of all transactions in a batch settlement.
Searching for Transactions and Viewing Details
Use Transaction Search to locate and view transaction details.