Generating the Applied Insurance Payments by Provider by Transaction Date Report

The Applied Insurance Payments by Provider by Transaction Date Report prints all insurance payments recorded during the specified date range, listed by provider and item type. The report includes the order number, claim ID, CPT code, patient name, service date and transaction date, along with the insurance applied payment and patient applied payment amounts. Totals are shown for each provider, each office, and the entire report.

The Provider Total is the actual total revenue brought in by each doctor. If your practice has associate providers on staff who are paid based on insurance reimbursements, you can use this report to easily access the information you need to ensure accurate payment.

What do you want to do?

  1. Click Reporting and select Standard Reports.
  2. Click Sales Reports.
  3. Click Applied Insurance Payments by Provider by Transaction Date.
  4. Select the date criteria.
    • Select By Date Range to enter a date range to print, or select dates from the calendar.
    • Select By Month & Year and enter the month and year, or click the Calendar button to select the date.
  5. Select one or more Office(s) to include on the report.
  6. Click Generate Report.

    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

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.
Field Definition
Ins Applied Payment Reflects carrier payments that were applied to each line item
Pat Applied Payment Billing receivable that was assigned to the patient and the amounts paid to each line item