Payer Mix Report

This report provides users with a holistic view of all Payers within each organization

Generating the Report

Let's review how to create the Payer Mix Report! 

• • 1. Navigate to the Reporting section.
       
    2. Under Configuration Reports, select the Payer Mix Report.
       
       
    3. Update the Practice filter to instruct the system which practices to omit from 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.
       

Viewing the Report

This report produces a table of all payers referenced within an organization at the practice level. To view an example of this report, click here.

Columns and Definitions

Row Name	Definition/Calculation
Organization	This is the name of the organization to which the payer is referenced.
Practice	This is the name of the practice to which the payer is referenced.
Name	This is the name of the payer.
Type	This indicates whether a payer is electronic or paper
Payer-Assigned Provider ID	This is the custom ID assigned to a practice by the payer.
Address/City/State/Zip	This is the payer's mailing address.
Accepts Institutional Claims	This indicates whether the payer accepts institutional claims electronically.
Accepts Professional Claims	This indicates whether the payer accepts professional claims electronically.
Supports Eligibility	This indicates whether the payer supports electronic eligibility checks.
Supports Remits	This indicates whether the payer sends electronic remits.
Supports Claim Attachments	This indicates whether the payer supports electronic claim attachments.
Electronic Payer ID	This is the payer's electronic ID with the clearinghouse.
Parent Payer	This indicates who the parent company of the payer is (when referenced.)
Allows Multi-Year Claims	This instructs the system to allow multi-year claims.
Active	This indicates where the payer is still active.

Helpful Hints

The Electronic Payer ID is often established by the clearinghouse and may not reflect the payer ID shown on a patient's insurance card. 

• Payer Mix Report.xlsx 10 KB