1. Use this report to preview your billing charges for your agency. Select the criteria you want to use to filter the report:
2. Click the arrow beside the Offices field, and then select the check box beside the office you want to use. To see all offices, click the top-level check box.
3. To show all details in the report, click the Show Details check box. Otherwise, clear this check box to see a high-level report without details.
4. Change the following fields to filter by specific items other than the default settings:
● The Patient ID From and Patient ID Thru fields include all patients. To filter the report by a specific ID, or a range of IDs, enter the range of IDs in these fields.
● The Patient Last Name From and Patient Last Name Thru fields contain All to include all patients in the report. To filter the report by a specific patient, or a range of patient names, enter the range of names in these fields.
● The Patient First Name From and Patient First Name Thru fields contain All to include all patients in the report. To filter the report by a specific patient, or a range of patient names, enter the range of names in these fields.
● The Batch/Eps Date From and Batch/Eps Date Thru dates include the previous month. To filter by any other dates, click in these fields and select the appropriate dates from the calendars.
5. Click the arrow beside Payor and select the appropriate payor source, or select All Payors to display all the payor sources.
6. Include Late Charges (Charges entered after batching)
7. Click the link below to learn about the report content:
Understanding the report content