This guide outlines the application's process for generating and managing payer reports. Users can select from different report types, such as payer list or payer with 59 modifiers, and specify the payor and sorting options (by code or name) for more customized results. The report will display insurance carrier details, including their code and name. This functionality helps users efficiently organize and manage insurance carrier data across multiple offices.
Steps to Generate and Manage Payer Reports
Step 1: Log in to the Application
- Enter your login credentials to access the application. Ensure you have the necessary permissions to generate reports.
Step 2: Navigate to the Payer Report Section
- From the main menu, go to File > Informational File > Payer File.
Step 3: Select Report Parameters
- Choose the required parameters for generating the report:
- Type: Select either Payer List or Payer with 59 Modifiers based on your needs.
- Payor: This field is mandatory; select the payor for which the report is needed.
- Sort On: Choose how you want the report sorted—by Code or Name.
Step 4: Generate the Report
- Click the Review Results button.
- The system will process your inputs and generate a report containing the list of insurance carriers for all offices.
Step 5: View the Report Details
- The generated report will display the following details:
- CODE: The unique identifier for each carrier.
- NAME: The name of the insurance carrier.
Step 6: Perform Actions on the Report
Once the report is generated, you can:
- Email: Send the report directly via email as a PDF.
- Download: Save the report on your device for offline use.
- Fax: Send the report through fax for official documentation.
- Print: Print the report directly for physical records.
Step 7: Print the Report Directly
- To print the report immediately, click the Print Report button. This bypasses other actions and sends the report to your default printer.
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