Billing Reports

Billing Reports

Run Billing reports to help reconcile claims. This billing module has its own set of reports. Start on the reports tile to see Claims and Visit reports to get started.

1. From the Billing Dashboard, select Reports tile.

 

       2. Two available reports from this tile are the Claims Report and the Visits Report. 

Use the eye icon to open the report view. 

       3. The Reports view has filters and a column selector to customize the reporting.   

Visits Report:

The Visits report includes the following columns for customization. 

 

Claims Report:

The Claims report includes the following filter categories:

 

      4. Select the filter categories and date range to generate the report. 

      5. Use the Export button to save. The report will open as an Excel file.