Billing Agent Activity Report

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The Billing Agent Activity Report is useful for billing managers who want to review their team’s levels of productivity day over day, or week over week. The report shows how many claims were closed, how many line items were posted, and how many notes were written by each user in the system for a Managing Organization.

Creating the Report

Go to Reporting on the left side of your screen, and click on the Managing Organization tab. Under Billing Reports select the Billing Agent Activity Report.

To customize the report, choose the applicable date range by entering a Start Date and an End Date. The report is best suited for smaller date ranges, such as one or two weeks if being run by day, and one or two days if being run by hour. The default date range is the week prior to the date that the report is being run.

Note: The report is not designed to display same-day information.


After choosing the date range, the next choice is in the Date – Group By section. The options are by Day and by Hour. The grouping should be determined by the granularity needed in analyzing employee productivity.


The last choice for report customization is the Practices. The report can be generated for the entire Managing Organization, or for a combination of Organizations underneath the Managing Organization.

NOTE: If multiple Organizations are chosen (or the entire Managing Org is chosen), the results will not be grouped by Organization. The results will show a sum of all selected Organizations.

After choosing the date range, date grouping, and practices, click on Create Report.



The resulting report will show Claims Closed, Claim Notes Written, Payments Posted, and Payment Line Items Posted each on a separate page.

Claims Closed: How many claims were closed by that user in the specified time period.

Claim Notes Written: How many claims had new notes in the specified period. Manual posting, resubmissions, and closing claims automatically produce a claim note and therefore are also counted in this category. NOTE: This will only record one note per claim per day. If multiple notes were entered for a single claim in a day, it will only record that claim once that day, even for the hourly report.

Payments Posted: How many claim payments were manually posted in the specified period.

Payment Line Items Posted: How many line items were manually posted. For example, if two payments are posted and each has three line items, the total number of line items posted will be six.

Reading the Results

Each page will show a table, where each row in the table represents a user that was active for the selected Organizations during the chosen time period. Each column represents a period of time. If the report was run by day, then each column will be a single date; if the report was run by hour, then each column will be a single hour of a single day. Below are examples of how the page with Claim Notes Written would look by day and by hour. Notice that the table broken into hours will only display the hours where actions were taken.

By Day:

By Hour:

The information in these tables can be used to review the users in the system and how they are performing day to day (or hour to hour). The report can also be useful for workforce planning in special situations. If an employee is going to be out of office on a certain day, the work overflow can be estimated based on how much work they typically complete. This report may also help organizations evaluate hiring needs.

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