The Unsubmitted Treatments Report displays treatments and estimated charges for a unit of service that has not yet been submitted to the payer.
Use this report to view account-wide unbilled charges, assure dates of service are recorded correctly before submitting to billing for claim creation, and estimate revenue based on dates of service for month end accounting.
Creating the Report
Go to the Reporting section from the left-side menu. This report is only available at the Organization level. Under Attendance Reports, select Unsubmitted Treatments Report.
Click the drop-down to choose one or more practices.
Include Marked Treatments
No - When set to No, it will only display treatments that are in Work Center > Insurance Claims > Create New Claims
Yes - When set to Yes, it will display treatments in Create New Claims as well as treatments marked on the Attendance Calendar (not yet submitted to billing).
Date Range - Start Date and End Date
Start Date and End Date: These two dates determine the date range for which the report is run.
Generating the Report - Run Report, Refresh Data, and Download
Report data will display in AveaOffice with the option to download a CSV that can be viewed in Excel. This in-browser view allows the user to Run the report, then Refresh the data without having to run another report.
Run Report - Click Run Report to generate a report using to the selected settings
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.
* Pro Tip: Hover your cursor over time stamp below the Totals section to see the last time data was refreshed
Download - Choose Download to export the report data as CSV. Your CSV file can be opened with Excel or other desktop app
The Unsubmitted Treatments Report produces a table where each row represents a unit of service awaiting claim creation within the timeframe specified.
- Patient Name
- Date of Service
- 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 effect rate changes after claim creation.
- Totals will display on the final row of the downloaded CSV.