Generating the Doctor Exam Sales Report

The Doctor Exam Sales Report lists exam sales by provider.

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 Doctor Exam Sales Report.
4. Select one or more Offices to print.
5. Select the Carrier to print.
6. Select Billing Month to select a month to print or select Select Dates to specify a date range.
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.