Claim List Reports

checkmark Claim ListSample – List showing claim totals. Grouped and subtotaled by Patient Group.

download Claim List with Outstanding Balance – Shows claims that have an outstanding balance.

download Claim List Detail by Rendering ProviderSample – Shows patient name, ID number, service date, procedure, units, charges, co-pay, insurance payment, and adjustment. Grouped by rendering provider, patient, then claim. Includes the patient visit count.

download Claim List with Credit BalanceSample – Shows claims that have a credit balance.

download Claim List sorted by 1st Claim Date Sample – Same as the Claim List report but sorts by the 1st date of service instead of the patient name.

download Claim List by Payer Sample – Claim List report grouped and subtotaled by Primary Payer.

download Claim List Detail by Payer Sample – Shows patient name, ID number, service date, procedure, units, charges, co-pay, insurance payment, and adjustment. Grouped by payer, patient, then claim. Includes the payer phone number.

download Claim List Detail by Facility Sample – Same as Claim List Detail but grouped and subtotaled by Facility.

download Claim List Detail Sample – Fixed an issue where patient names are shown even if they do not have a middle initial. Same as the Claim List report but shows service line detail along with the diagnostic codes. Now uses patients’ middle initial.

download Claim List by Rendering Provider Sample – Claim grouped and subtotaled by rendering provider.

download Claim List with Orig Ref No – Claim List showing the Original Reference Number.