Underpaid Items Report: Running the report

To run the Underpaid Items Report:

1. Navigate to Billing > Underpaid Items
2. If not expanded, press the down arrow on the right (in the gray area).  This should open up your available options.
   1. Date Type - Date of Service or Posted Date
   2. Date - Date range of your report
   3. Billing Code - Search for a specific CPT/HCPCS, multiple, or all of them 
   4. Insurance Name - Search for a specific company, multiple, or all of them
   5. Payer ID - Search for a specific payer id, multiple, or all of them
   6. Patient - Search for a specific patient, multiple, or all of them
   7. Office - Search in a specific office, multiple, or all of them
   8. Provider - Search for a specific provider, multiple, or all of them
   9. Billing Status - Search for the claims current billing status, multiple statuses, or all of them
   10. Compare By - Select to compare by allowed amount or paid amount
3. Pressing in the right corner of the report will present options to maximize the screen, sort the data, or export to CSV or MS Excel.