Reports
Medicare Processing and Payment Reports
When a claim is submitted to and processed by Medicare, the software will recieve a Processing report and, if the claim is successful and paid, a Payment report. A processing report can be seen for any claim type by going to the invoice in question, ...
Exporting Summary reports to .csv format
We have added the option for our users to export all reports that are summaries: Activity Summary Invoice Summary Payment Summary to a .csv format, which allows you to edit the raw data and run calculations as required. In order to do this, go to the ...
Reporting
Invoice Summary This produces a report based on the given date range (inclusive) and filters on the following criteria: The invoice is one of the following statuses: Submitted Follow Up Queued Printed On Hold Complete The invoice total is not $0.00 ...
Generating Reports
The Reports screen lets you choose from the following major types of reports: Activity Detailed - it shows payment information that relates to those invoices. (in the case of the detailed report it shows every payment related to each invoice.) ...