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Month End: Insurance Class Breakdown

The Insurance Class Breakdown Month End report is a Data Table style report that shows the dollar amount of payments and adjustments collected over the month to help you determine which insurance classes are most profitable. Dollar amounts are based on the date they were received but may be attributed to a Date of Service from a previous month.

Note: This report is a static snapshot of your billing data taken when the month was closed. It is captured after all Month End procedures are completed in WebPT Billing. Any changes will be reflected in the next month's data.
This replaces the previous RevFlow Insurance Class Breakdown by POS month-end report.


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

  1. You can filter which clinics appear in the report using the View Clinics by: drop-down menu and corresponding (…) menu button.
  2. Select the Month and Year.
  3. Export to Excel or CSV for further manipulation.

Column Descriptions

Column Description
Insurance Class Code The code assigned to the insurance class
Insurance Class Description The insurance class description
Billed New Patients The total number of new patients 
Billing Visits The number of fully paid visits (charges = payments + adjustments) for the month
Total Units Total number of units billed to the insurance class (do not need to be fully paid)
Charges The total amount billed to the insurance class for the month
Payments Total payments received from the insurance class
Adjustments The total adjustments made for the insurance class during the month
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