Patient Billable Report

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The Patient Billable Report shows all billable information at the billable level. This means that if there are more than one service on the billable, all the services will show on one line item in a list. This report is also a mirror of the patient's patient billing tab for billables.

Creating the Report

Go to the Reporting section from the left-side menu. This Report is only available at the Organization level. Under Billing Reports, select Patient Billable Report.

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Report Options

Selected Practices

Choose one or more practices in the drop-down.

Patient Identifier Display

Select to run the report by approved date or service date.

Run Report

Click Run Report to run the report using the selected filters.

Refresh Data

To improve report speed, report and dashboard data is cached up to the last 24 hours. To use real-time data, click Refresh Data to update reports results using the most recent data.

Download

Choose Download to export the report data as CSV. Your CSV file can be opened with Excel.

 

Results

The Patient Billable Report produces a table where each row represents an approved patient billable. Results include: Patient Name, Approved Date, Billable ID, Claim Source ID, Billable Status, Services, Units, Charges, Paid to Facility, Paid to Patient, Insurance Discount, Insurance Adjusted, Patient Responsibility, Provider Adjusted, Adjustment Reason, Patient Paid, and Patient Amount Due.

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Tips and Tricks

Search by patient name, billable ID, or claim source ID to filter the report without having to download to Excel.

Filter by Billable Status to remove voided billables from view.

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