Billing Report

Run the Billing Report to determine which insurances make up the highest percentage of your reimbursements and which CPT codes you bill most often. Then use the data to analyze trends or view historical data.

Any patient notes documented in SOAP 2.0 will not appear on this report. Please use the Documented Units Report in Analytics. Click here for a list of all reports that don't include SOAP 2.0 data and the Analytics report you should use instead.

The information included in the report includes:

Insurance Name and Type
Link to Finalized Note
Copay Paid
Date of Service
Date Finalized
Therapist Initials
CPT Codes
Units
Visits

To run the report:

1. Click Billing Report in the Reports box.

2. Using the drop-down boxes, choose report parameters.

Start and End Date: select the date range
Date Constraint: Date of Service is the scheduled appointment date; Finalized Date is the date the therapist finalized the note
Insurance: use to select one insurance only
Therapist Role: select Forwarding or Finalizing
Therapist: use to select one provider only

Note: When looking for all claims for a patient, select Finalized Date, this allows the report to show notes finalized a day or more after the appointment date.

3. Click Generate Billing Report.

4. Use the Sort By drop-down to change the sort, if desired.

You can sort the report by insurance, CPT Code, patient, or date. High-level numbers are also included for the number of Patients, Visits, and Units.

5. Click Generate PDF for a clean document you can print or Export to Excel to further manipulate the data.