How do I use the Payer Report?

← EHR Features
We've recently released a highly requested feature: the payer report. You may now search and filter payers within your practice. You also have the option to view all patients associated with a particular payer.

Accessing the Payer report
To access the Payer Report, select the Payer Report link within the Reports section.


Within the Payer report, the following details are available:


Filtering your Results


When filtering your results, you may sort by:

  • Payers (Active, All, Inactive or Self pay)

  • Patients (Active, All or Inactive)


Narrowing your Results
You can further narrow results to view information about a specific payer.

To view patients associated with a payer, click the Payer name (ie: Blue Cross Blue Shield)


You may then filter by Patients, Benefit status, or Plan type


Please note that the Payer Report cannot be printed or exported at this time.

EHR Features

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