To view the monthly amount of providers, clearinghouse transactions, patient statements, and document storage, you can run the Customer Account Summary report
1. Click Reports> Company> Customer Account Summary in the top menu.
2. The report will default to the previous month.
- To run the report for different dates:
- Enter the desired date range by making the selection in the Dates drop-down menu or enter the dates in the From and To fields.
- Click Refresh on the top right of the window.