Follow the steps outlined below to run Product / Procedure Report:
- Hover your cursor on “Billing” and Choose “Product/Procedure”.
- Enter the CPT code in the “Code Search” Field , Enter the date range and Click on “Update”. You can choose between “Service Date & Procedure Posted”.
- Once the code populates, click on the code and it will provide you the list of appointments and the patients chart. It will also list the Billed, Insurer Payment, Patient Payment, Insurer Balance, Patient Balance, Adjustment and Allowed.
- Click on “Export” to export the report to an excel spreadsheet.