Generating the Claim Collection Report

The Claim Collection Report lists all claims with the status of Collection for the selected date range.

1. Open Claim Management. If you're in Front Office, click Claim Management in the top menu bar and select Claim Management.

   Claim Management opens.

2. On the top menu bar, click Billing Reports and select Standard Reports.
3. Click Claim Collection Report.
4. Select the Carrier to print.
5. Enter the Transaction Date range to print, or select dates from the calendar.
6. Select how you want to Sort the report.
7. 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

   

8. 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.