Financial by Insurance Company reports can be accessed by the user by clicking the Reports tab and selecting “Financial by Insurance Company.” This will bring the user to the Financial by Insurance Company Report.
In the Payer Financial Report, the user can select from the following report filters:
| 1. | Enter or select the Date of Service and Date of Payment Posting using the Calendar icon. By default, date range of last seven days is preselected. |
| 2. | Select the Facility to include by using the drop-down menu. |
| 3. | Select the Provider to include by using the drop-down menu. |
| 4. | Enter Claim Attributes to include by using the drop down menu. |
| 5. | Select the Payer to include by using the drop-down menu. |
| 6. | Select the Payment Responsibilities to include by using the drop-down menu. |
| 7. | Select the Patient Category (s) to include by using the drop-down menu. |
| 8. | Enter the Check# to include. |
| 9. | Enter the Sort by method to sort the report in ascending or descending order of any of the following fields: Payer Name or Charge. |
| 10. | Click the Generate Report button. |
