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🔧 Month End Summary

Summary

To understand charges submitted this month and payments posted this month per provider, you can download this report. This report includes primary/secondary insurance charges alongside insurance and patient payments.

Notes

  • Charges are a sum of all charges submitted this month.
  • Payments are a sum of all payments made this month.

Filters Supported

  • Providers
  • Month

Filter Notes

  • This report only accepts the provider filter.
  • You can only select a single month at a time.
  • All other filters are ignored. The date type filter is ignored.
 
 
 
 
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