Month End: Paid Claims by Visit
An updated version of the Month End: Paid Claims by Visit report can be found in WebPT Billing
Paid Claims by Visit is a Data Table style report that helps clinics understand the amount collected from insurance companies by insurance class or clinic. This report only contains data for visits that have been fully paid, meaning the charges = payments + adjustments. This provides better insight into overall reimbursement rates.
Location
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This report is located in the Month End Report section in Analytics. If you do not see the report listed here, ensure you have the necessary Analytics Access and User Role permissions. |
Run and Customize the Report
- You can filter which clinics appear in the report using the View Clinics by: drop-down menu and corresponding (…) menu button.
- Select the Month and Year.
- Choose to View By: Insurance Class or Clinic.
- Export to Excel or CSV for further manipulation.
Column Descriptions
| Column | Description |
| Insurance Class Code | The identifier assigned to the insurance class |
| Insurance Class Name | The name of the insurance class |
| Clinic Name | Name of the Clinic where the patient was treated |
| Billing Visits | The total number of fully resolved visits where the charge amount = payments + adjustments. |
| Charges | The total amount billed for the selected month |
| Payments | The total insurance and patient payments for the included visits, by deposit date |
| Adjustments | The total insurance and patient adjustments for the included visits, by deposit date |
| Charge Per Billing Visit | The average dollar amount charged per visit |
| Pay Per Billing Visit | Average dollar amount paid by the insurance and patients. This is an average of the last six months of data. |
| Adjusted Amount Per Billing Visit | Average dollar amount adjusted off by the insurance and for the patient per visit |
| Collection % | Calculated using the formula (Payments/Charges) |