How do I use the Payer Report?
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.