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Bill Summary

The Bill Summary provides quick summaries of all your bills. It’s limited to Organization Admins, who can view and filter information including:

  • Total Charges
  • Expected Payments
  • Payments by Rendering Provider
  • Payments by Place of Service

Here’s how it works.

Step 1. On the Navigation Bar, click ‘Billing’, and select ‘Reporting’

Reporting is limited to users with the Role of Organization Admin or Reporter.

Step 2. From ‘Reports’, click ‘Bill Summary’

Step 3. Select ‘Filter Type’

Select either Date of Service or Date Created.

Step 4. Select a ‘Date Range’, then click ‘Filter’

Step 5. View the report on-screen, or click ‘Download as CSV’ to download

And there you have it!

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