This report provides a breakdown of insurance payments by Payer Type, Payer Name, or Group. When grouped by Posted Date and All Locations, the total will match the “Insurance Payments” column on the Total Revenue report.
This report can be grouped by the following:
Location: All Locations / Individual Locations
Date: Posted Date / Check Date / Date of Service
Date Range: Last 30 Days / Last 7 Days / Last 90 Days / Custom Date Range
Group By: Payer Type / Payer Group / Payer Name
The default view is: All Locations / Posted Date / Last 30 Days / Payer Type
This report includes the following columns:
Payer Type / Group / Name: this will depend on how the report is grouped
Payer Group (when report is grouped by Payer Name): the payer group associated with the payer name
Payment Amount: the total amount received from the payer
Total amounts are displayed in a row at the very bottom of the report.
This report can be exported as a CSV file by clicking the ‘download’ icon in the top right corner.