Insurance Payer Mix: Summary tab

The Insurance Payer Mix Summary tab will allow you to set the parameters of the report. 


Available options include: 

Date Type - Charge Created Date, Check Date, Date of Service, Deposit Date, Payment Date

Filter Date - The date or date range for the information requested.

Billed To - Insurance, Patient

Insurance - List of payers who have been billed through the office

Billing Code - List of codes that have been billed through the office

Provider - List of all providers associated with the office

Office - List of all separate offices associated with the account


Once the parameters are set, the report then allows the user options on how the information should be displayed.  Options include a primary Group By, a secondary Sub Group By, and a third Tertiary Group By.