The Billing Reports section offers a comprehensive overview of the status of billing and the way they are processed. For additional information, click on each task. 

Sessions Rendered - Not Billed

This table highlights the rendered sessions that haven’t been billed yet but are ready for billing. Click on the date range to view the results. The list shows the insurance type, patient’s last and first name, activity type, and date of service (DOS). 

Last Week Deposits

This table highlights the payments that were posted in the preceding weeks. You can also download the file by clicking on the down arrow symbol. It is situated on the top right corner just above the list. 

Last Month Statements

This table lists patient invoices generated and sent in the preceding months. Similar to the above step, you can download the files for future reference by clicking on the down arrow in the top right corner.

SFTP Push Pending Batches 

This table lists the batches pending SFTP Clearinghouse push with the batch ID.

Pending Secondary Claims

This table highlights the sessions yet to be submitted to the secondary insurance carriers. You can also filter the results according to your preferences by choosing the options above the list. The files are also available for downloading for future reference. 

You can download all these reports for further review by clicking on this icon ()  that is on the right side of the screen.