The Payor Source report provides a listing of patients by payor source. Select the criteria you want to use to filter the report:
1. 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.
2. Change the following fields if you want to filter by specific items other than the default settings:
● The Patient ID From and Patient ID Thru fields include all patients in the report. To filter the report by a specific ID, or a range of IDs, enter the range of IDs in these fields.
● The Patient Name From and Patient 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 Service From and Service Thru dates include the previous month's service dates. To filter by upcoming dates, or any other dates, click in the Service From and Service Thru fields and select the appropriate dates from the calendars.
3. Click the arrow beside Payor and select the appropriate payor source, or select All Payors to display all the payor sources.
4. 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.
5. If you want to also display ICD-9 codes in the report (instead of leaving the ICD column blank for applicable entries), check the box next to Force the report to show ICD-9 Codes.
6. Check the box next to Include only patients with blank payor coverage dates to only display data for patients that do not have a Begin or End payor coverage date entered in Patients | Intake / Referral | Insurance.
7. Use the Pyr is Primary field to choose whether or not you want the report to only utilize data for primary payors. Select "True" to only use primary payor data or "False" to only use data for secondary payors. By default, this is set to "All".
8. Click the link below to learn about the report content:
Understanding the report content
