Generate a Transaction Summary Report
Learn about Transaction Summary Reports and how to generate them.
Reporting & Posting
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 print or send receipts on the Transaction Details pop-up.
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 that indicate whether a patient has…
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…
Understanding Your Systems and How We Post to Them
Learn the common terms used in regard to Bridge Payments with software to post payments: Practice Management System (PMS), Electronic…
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.
Troubleshooting: Payment Posting Issues and Best Practices
Learn payment posting best practices and troubleshooting steps for common payment posting-related issues.
iQ: About iQ Reporting
(For iQ Processing Platform Users Only) Learn how you can use iQ for reporting purposes and how to access it.
Post PayerSync Payments to Your Practice Management System
Learn how to post PayerSync payments to your practice management system.
Viewing Posting Status and Details
Learn how to find the posting status and details after a payment is posted.
About Online Payments (Balance Collect) Reporting and Posting
Learn how to report and post online payments with Balance Collect.
Post Text-to-Pay and Bulk Text-to-Pay Payments
Learn how to post payments from the online payment link you send to patients as single or multiple Text-to-Pay text…
Reading and Understanding Transaction Details
Learn about the types of information available in Transaction Details, what each detail means, and how to determine the way…
PayerSync Overview
This video walks you through how to view claim payments, explanation of payment details, and post claims to your practice…
Post Payments from Transaction Search (Click-to-Post)
See how to post a payment manually in Practice Management Bridge for Recurring payments and online payments through Balance Collect,…
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…