Navigate Insurance Collections Report

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Updated: 06/17/2026 | Views: 3779

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: To access the Insurance Collections report in the Desktop Application (PM), review Navigate Insurance Collections Report.

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 Save As option under Table Actions to save the report as a new customized report. Search: Click the search icon to search for specific report data. Refresh Data: Click the refresh icon to refresh the report data as necessary. Table Filters: By default, all claims display. Note: For practices that exceed the maximum number of total records for a report, it is recommended to add filters to effectively utilize the search, sort, group, aggregation, and export report features. To filter by specific criteria, click the filter icon and add the appropriate filter(s) (e.g., Claim Status, Insurance Company, Patient). To remove a filter, click X. Table Configuration: Click the gear icon 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 or Excel, or to save as a new customized report.
Columns: Customize the report to only display specific columns and in the preferred order. Available options depend on the column data. Note: Data grouping and aggregation does not save when creating a new report. 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. To group all records by a specific column, hover over the column header and click the more options icon. Then, select Group by (column name). Note: Once applied, an additional column displays with the grouping. To aggregate a column by size (count), sum, average, etc., hover over the column header and click the more options icon. Then, select the appropriate option from the Aggregation drop-down menu. Note: Once applied, values display at the footer of the report table and at the group level when grouping data. Service Line Summary: 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. Note: Denial data extracted from Electronic Remittance Advice (ERA) files posted in the Desktop Application (PM), such as Remittance Advice Remark Codes (RARCs) and Claim Adjustment Reason Codes (CARCs), will be available for all customers by end of June 2026. 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.