Charge Analysis: Overview and Balance tab

The Charge Analysis report allows you to view the charges generated by your practice.  Several filters will allow viewing highlighting various parameters.


They include:

  • Date Range
  • Charges by Date of Service or Posted Date
  • Provider
  • Office
  • Payment Profile


Once the parameters are selected, the data is presented in a chart and a table.  The information displayed includes Insurance Paid, Patient Paid, Adjustment, Insurance Balance, Patient Balance, and Billed Charges.  The chart allows you to press on any dollar amount to see the details that make up that amount.