Generating the POS Billing Reconciliation Report

The POS Billing Reconciliation Report shows changes in Accounts Receivable totals between Front Office (POS) and Claims Management (Billing). For information on using this report to reconcile your monthly transactions, go to Understanding Key Financial Reports in Eyefinity Practice Management

1. Click Claim Management and select Claim Management.
2. Click Billing Reports.
3. Click POS Billing Reconciliation Report.
4. Select one or more Location to print.
5. Select the Carrier Type.
6. Select the A/R Option (either Re-billed Claims or Manual Billing Updates).
7. Select Select Dates to enter a transaction date range or select Billing Month to select a month.
8. Click Generate.

   The report opens in a new window. For detailed information on the data included on the report, go to POS Billing Reconciliation Report.

   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.