The Account Activity Summary report provides a comprehensive overview for Insured DOS/Encounter activity. This report gives details for when claims are filed, Insurance info, DOS, status, and all payments/adjustments by Insurance & on patient balances.
To Run An Account Activity Summary Billing Report:
- Report Type: Click the drop-down & select 'Account Activity Summary'.
- From Date & To Date: You can enter a 60 Day date range for any time period.
- Provider: For multi-provider accounts you can filter by provider.
- Insurance: Click the drop-down & select an Insurance Co. name to filter by payer, or leave it blank to view all.
- Click on Patient to search & filter by a specific patient, or simply run a report for all patients.
- Click Generate Report
The report will provide a breakdown of all activity on DOS/Encounters.