8.10 Account Activity Summary

The Account Activity Summary report provides a comprehensive overview for Self-Pay & 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. You can also filter the results to include an overview of all Self-Pay account activity. 

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.
• View: Default selection 'All' will display both Self-Pay & Insurance activity. Select 'Insurance Only' or 'Self Pay Only' to restrict the report to either selection.
• Click Generate Report

The report will provide a breakdown of all activity on DOS/Encounters.