Online Customer Reports

Eliminate constant requests for information and save hours of time producing and distributing weekly/monthly reports. Information is updated daily and available 24/7.Your office determines what reports are available for each customer

Claim Detail - produces a detailed listing of a batch of claims, complete with payments, charges
and balances due
  • Search for claims by date of service, last bill date
  • Drilldown to charges, payments and adjustments
(click to enlarge) 
(click to enlarge) 

Payments Listing – With an EOMB layout, view a complete breakdown of batch check payments

  • Search for payments by payment date, payer, check number
  • Sort by payment date, payer, check number
  • Drill down into check number to see the patients and amounts paid

(click to enlarge) 

Patient History – drill down per patient to view a complete history of claim charges, payments and balances

  • Search for a patient by last name, first name and ssn
  • Group and sort by patient and claim entry date
  • Drill down to charges and payments
(click to enlarge)  


  • Filter by date range, last name, ssn
  • All reports can be exported to PDF or Excel
  • Users simply click on report to drill through to sub reports



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