Generating the Billing Outstanding Balance Report

This report includes outstanding balances, by claim for a specific carrier and plan.

1. In Claim Management, click Billing Reports.Click Claim Management and select Claim Management.
2. Click Billing Reports.
3. Click Billing Outstanding Balance Report.
4. Enter the Service Date range and Billing Date range to print, or select dates from the calendar.
5. Select the Carrier.
6. Select the Plan.
7. To print a summary report that does not show individual claim detail, select Show Summary.
8. Click Generate.

   The report opens in a new window.

   If the report does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups

   

9. To export the report, perform one of the following steps:
   • Click Export to PDF to open the report as a PDF file.
   • Click Export to Excel to open the report as an Excel spreadsheet.