Billing Agent Activity Report

  • Updated

The Billing Agent Activity Report is helpful for billing managers who wish to review their team's productivity levels on a daily or weekly basis. The report displays the number of closed claims, posted line items, and written notes for each user in the system for a Managing Organization.

Generating the Report

Let's review how to create the Billing Agent Activity Report! 

      1. Navigate to the Reporting section.
      2. Click Managing Organization.
      3. Under Billing Reports, select Billing Agent Activity Report.

      4. Update the filters to instruct the system on how to generate the report.
      5. Select Run Report.

Available Filters and Definitions

  • The Selected Organizations filter allows a Managing Organization to include or omit certain organizations from the report. 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, broken down by the user who took those actions.
  • The Date - Group filter instructs the system how to display the agent activity. The grouping should be determined by the granularity needed in analyzing employee productivity. The options are by Day and by Hour.
  • The report will pull all agent activity within the Start Date and End Date range.

Viewing the Report

The resulting report will produce four tables that indicate the number of Claims Closed, Claim Notes Written, Payments Posted, and Payment Line Items Posted each on a separate page. Each page will display a table, with each row representing a user who was active for the selected organization(s) during the chosen period displayed in each column.

For instance, if the report was generated using the Day as the grouping, each column will display a single date; if the report was generated by Hour, each column will show a single hour of a day. Below are examples of how the page with Claim Notes Written would appear when viewed by day and by hour. It's worth noting that the table broken down into hours will only show the hours during which actions were taken.

By Day:

By Hour:

The data in these tables can help track user performance over time, whether on a daily or hourly basis. This report is also valuable for workforce planning in unique situations. For example, if an employee will be out of the office on a specific day, we can estimate the workload based on their typical output. Additionally, this report can assist organizations in assessing their hiring needs. To view an example of this report, click here

Table Names and Definitions

Table Name Definition
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.

Tips and Tricks

  • 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.
  • Please note this report is not designed to display same-day information. 
  • This report can assist organizations in assessing their hiring needs.
  • To identify which claims were changed by the user, you can use the User Audit Records feature located under Organization Admin > User Audit Records.

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