Unsubmitted Treatments Report

  • Updated

The Unsubmitted Treatments Report shows treatments and estimated charges for a service unit that hasn't been sent to the payer yet. You can use this report to view all outstanding charges, double-check service dates before creating claims for billing, and estimate revenue based on service dates for monthly accounting purposes.

Generating the Report

Let's review how to create the Unsubmitted Treatments Report! 

      1. Navigate to the Reporting section.
      2. Under Attendance Reports, select Unsubmitted Treatments Report.

      3. Update the filters to instruct the system on how to generate the report.
      4. Select Run Report.
      5. To download the report, select Download.

      6. To include data from the last 24 hours, select Refresh Data.

Available Filters and Definitions

  • The Selected Practices filter allows users to filter search results based on the practice that claims were submitted under.
  • This filter allows users to include treatments recorded on the Attendance Calendar but not yet submitted to the Work Center.
    • When unselected it will only display treatments that are in Work Center > Insurance Claims > Create New Claims
    • When selected, it will display treatments in both the Work Center as well as treatments marked on the Attendance Calendar (not yet submitted to billing).
  • The report will pull all claims within the Start Date and End Date range. 

Viewing the Report

The Unsubmitted Treatments Report produces a table where each row represents a unit of service awaiting claim creation within the timeframe specified.  To view an example of this report, click here

Columns and Definitions

Row Name Location/Definition
Patient Name Patient > Profile
Patient ID Patient > Profile
Patient MRN Patient > Treatment Episode > Intake > Patient Profile
Date of Service Patient > Services
Service Patient > Services
Units Attendance Calendar 
Estimated Charges

Charges are estimated based on the default service billing profile rate referenced under the facility and does not take into account single-case agreements or claim rules that may affect rate changes after claim creation.

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