Billing Reports

These reports give you information on the insurance billing you've performed. All reports in this category are filtered by Billed Date (Submit Date).

Important: You should not use these reports as accounts receivable reports. Due to the possibility of resubmissions and corrected claims, a session (or charge) may be listed more than once.

Insurance Mix

This report is broken down by insurance company, number of claims created, total charges, number of service codes within the claims, average charge amount, and total payment. The number of claims is equal to the number of submissions created, not the number of DOS on each claim.

This is a great report that can show you average charges to specific insurance in a given date range. You can also determine the percentage of your business that comes from different insurances (i.e. Medicare and Medicaid).

Note: The Total Payments column is generated by Post Date and uses the Billed Date range as the Post Date parameters.

Insurance Billed

For more information, please see: Insurance Billed Report

This gives you a list of insurance claims submitted within a specified range. You can also group this report by several parameters such as Billed Date, Client/Patient, and Payer/Insurance. This report gives information such as date billed, client, provider, Date of Service, CPT (service) code, number of units, charge amount, payer that was invoiced, method (EDI vs Mail), and the status (Submitted, Corrected, Error).

Note: As previously mentioned, this will include all claims invoiced in the specified range, including resubmissions and corrected claims.

Unacknowledged Electronic Claims

This is a very useful report to help make sure each of your electronic claims submissions is being acknowledged as received by the clearinghouse and/or payer. This report will show all electronic claim submissions (EDI claims) that have not yet received an acknowledgment response back from the clearinghouse or payer.

If you have your Unacknowledged Claims alert activated, you will receive a Dashboard alert when a claim has been unacknowledged for more than 5 days. For more information on Dashboard alerts, please see: System Generated To Do Items

Daily Summary

This report shows claim submissions (EDI and Mail) grouped by the date. This report will show a summary of submissions to each insurance company that you invoiced claims to. It will show you the total number of claims, the number of service lines on those claims, and the total charges. You can use the  icon to gain access to the CMS-1500 versions of each claim.