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’

You’re a pro daisyBiller now!