The Insurance Payer Mix Charge Summary tab allows you to set the report's parameters.
Available options include:
Date Type - Charge Created Date, Check Date, Date of Service, Deposit Date, Payment Date
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.
