This report is in beta testing. If you would like to be a tester, please reach out to support.
The Provider-level balance (PLB) report provides clear visibility into outstanding receivables by individual provider, enabling more accurate financial oversight and accountability. By breaking balances down at the provider level, billing and finance teams can quickly identify trends such as underpayments, delayed reimbursements, or denial patterns tied to specific providers or services.
This insight supports more targeted follow-up, enhances cash-flow management, and enables leadership to make informed decisions on staffing, contracting, and payer negotiations. Ultimately, provider-level balance reports promote transparency, streamline revenue cycle workflows, and support more predictable and sustainable reimbursement performance.
Report tab
This tab will let you choose parameters for your report, including:
- Date Type - ERA Received Date, Posted Date (system/entry date), and Posting Date (accounting/financial date)
- Date - Date range for the report
- PLB Code - Select a single, multiple, or all PLB Adjustment Codes
- PLB Category - Administrative fees, interest payments, recoupments
- Trace Number - Identification number assigned by the payer
- Insurance - Select a single, multiple, or all payers
The report tab will show you detailed information for claims that meet the parameters set.
Graph tab
The graph tab will show the information in two pie charts: Adjustment Amount by Category and Adjustment Amount by Insurance.
