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.