Generating the Claim Transaction Journal Report

The Claim Transaction Journal Report lists claim payments, rejected amounts, write-offs, and any adjusted amounts for a specific office, carrier, and/or patient.

1. Click Claim Management and select Claim Management.
2. Click Billing Reports.
3. Click Claim Transaction Journal Report.
4. Select one or more Offices to print.
5. Select the Carrier to print.
6. Select the Patient to print.
7. Enter the Deposit Date or Service Date range to print, or select dates from the calendar.
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.