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

Include Future Appts - Will allow future appointments to be included or excluded from the report


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.