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The Accounts Receivable report provides customizable ways to view your comprehensive A/R reporting.
Here’s how it works.
Step 1. On the Navigation Bar, click ‘Reporting & Analytics’
Only users with the Role of Reporter or Administrator have this button.
Step 2. Click ‘Accounts Receivable’
Step 3. Optional: Select an additional ‘Column’ to display
Select one from:
- Billing Provider
- Claims Administrator
- Rendering Provider
Step 4. Select ‘Options’
For bills with multiple submissions (Original, Duplicate, Second Review), A/R data can be based on:
- DOS - The bill’s Date of Service
- Current Submission - date of most recent submission of the bill
- First Submission - date of the first submission of the bill
Step 5. Optional: Select one or more ‘Filters’
Filters limit results. Add a Filter to limit results by Billing Provider, Rendering Provider, Place of Service, Claims Administrator, Date of Service, and/or Submission Type.
Step 6. Click ‘Run Report’
Step 7. To download the report, click ‘Download CSV’
CSV is a universal spreadsheet format that can be opened using any spreadsheet program.
Step 8. View detail by clicking on a ‘Bill Count’
Step 9. Customize detail by adding or removing ‘Columns’ and clicking ‘Run Report’
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