Navigate Insurance Collections Report

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Updated: 09/26/2024 | Views: 1108

Access the Insurance Collections report to help increase practice productivity by identifying and analyzing claims with outstanding balances to ensure they are being worked in a timely and efficient manner.

Note: This is a limited release feature and is not available for all customers.

Access Insurance Collections Report Hover over the Analytics icon and click Claims. The Insurance Collections report page opens.
Navigate Insurance Collections Report The Insurance Collections report can be customized to include specific data and how the data displays. Note: Customization of the report does not automatically save. Once a user navigates away from the report, the default report view displays when the report is accessed again. To save the customization, use the Create New Report feature to save the report as a new customized report. Refresh Data: Click to refresh the report data. Table Filters: By default, all claims display. To filter by specific criteria, click the icon and add the appropriate filter(s) (e.g., Encounter ID, Insurance Company, Claim Status). To remove a filter, click X. Table Configuration: Click to adjust the table density (e.g., Compact, Standard, Comfortable) and/or manage the table columns to hide/show a column. Table Actions: Click to export the report to CSV, create a new report, and/or save or delete a customized report.
Columns: Scroll as necessary to view and customize the report to only display specific columns and in the preferred order. To reorder the columns, click the column header then drag and drop in the preferred order. To sort by ascending or descending, hover over the column header and click the arrow. To sort more than one column, hold down the Shift key on the keyboard and click to select the column(s). To sort, unsort, hide or manage columns, hover over the column header and click the more options icon. Service Line Details: Displays information such as the encounter and claim ID numbers, service dates, patient name, patient date of birth, provider name, procedures, the first billed date, etc. Scroll as necessary to view more information. To open and view the charge capture associated with the service line, click the Encounter ID number. To open and view the Patient Facesheet, click the Patient name. Pagination: By default, each page displays up to 20 service lines. To change how many service lines are displayed per page, click the Rows per page drop-down and select 10, 20, 50, or 100. To navigate forward or back, click the arrows.