Generate detailed patient billing reports in just a few steps! In this article, you’ll learn how to log in to the application, access the billing section, and enter required information, including patient names. We’ll guide you on how to produce the report and explore options for printing, downloading, or emailing it. You’ll also discover how to customize the report layout and reset any filters if you want to start fresh. Follow these easy instructions for effective billing management.
Steps to Generate Patient Billing Reports:
Step 1: Log In to the Application
- Enter your credentials to access the application.
Step 2: Navigate to Patient Billing
- Go to Billing and then select Details Patient Bills.
Step 3: Enter Required Fields
Fill in the following fields to generate your report:
- Patient - 1 #: (Required)
- Patient - 2 #:
- Patient - 3 #:
- Patient - 4 #:
- Patient - 5 #:
- Include Activity Between: (Specify date range)
- From: //____
- To: //____
- Rendering Office:
- Billing Office:
- Bill Only Charges Insurance Has Made Payments On: (Select Yes or No)
- Include Inactive Account Types: (Yes/No)
- ICD Code: (Choose ICD9, ICD10, or Do Not Print Code)
Step 4: Generate the Report
- Click on the Review Results button to generate your report.
Step 5: Download, Print, Email, or Fax
- Once the report is generated, you can:
- Download it for offline access.
- Print it directly from the application.
- Email it to relevant parties.
- Fax it as needed.
Step 6: Print the Results
- To print the results, click on the Print Results button.
Step 7: Customize the Billing View
- To set up your billing view, click on the Billing Setup button.
- Select the fields you want to display in the report and click Save.
- Regenerate the report to see the changes.
Step 8: Clear Selected Data
- If you want to generate a report with different data, click on the Clear button. This will reset all the selected fields and allow you to enter new criteria for regeneration.
By following these steps, you can efficiently generate and customize patient billing reports to meet your specific needs.
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