Submitted Claims Report

  Permissions: You must have Admin Permissions.

Use this report to reconcile your invoices and see the total number of submitted claims during a given date range.

Jump to Section [Set Report Parameters] [Read Report] [Download Report]

Set Report Parameters (Filter)

1. Click Reports in primary navigation bar and click Submitted Claims under Billing section.
2. Set date range for Submitted Date.
3. Submitted Claims displays Total Submitted Claims regardless of Date Range and Filtered Submitted Claims for the Date Range selected.
4. Click Run Report. 
   

   Note: Change the number of Clients shown per page (10, 25, 50 or 100) by clicking desired unit at bottom of report. 
   

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Read the Report

1. You can Search the using the Search to filter... boxes at the top of a column.
   From left to right, you can see:
   • Client
   • Payer
   • Service Date
   • Submitted Amount
   • Submitted Date
     
     

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Download Report

Once you have run the Report, you can copy or download the CSV or PDF version directly to your computer.

1. Click the CSV and PDF button on the upper right tab.
   

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