Code Analysis Report: Details tab

The Details tab within the Code Analysis Report will show you all of the appointment and patient details that correspond with the report parameters you selected.


There are additional search options available to view the information provider, office name, billing code (CPT, HCPCS, and/or Custom Code), Primary Payer, Date Range, and Date Type.  Each option will allow you to select one, multiple, or all in each category if you would like to narrow the information further.

Hovering in the top right corner of the report will open a menu that will allow you to maximize the screen (arrows pointing diagonally), sort the menu you see onscreen (vertical arrows), as well as export the report to CSV or MS Excel (three vertical dots).