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Service Line Item Summary

The Service Line Item Summary report provides information by Service Line Item. Including:

  • Charges
  • Expected
  • Allowed
  • Units (sum of units billed during filtered time period)

Use the Service Line Item Summary to:

  • Quickly compare Expected and Allowed amounts for procedure codes
  • Review frequency with which specific procedure codes are billed

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 ‘Reporting’, select ‘Service Line Item Summary’

Step 3. Select a ‘Date of Service Range’, then click ‘Filter’

Step 4. View the Report

Step 5. Use ‘Search’ to quickly locate a specific Procedure Code

Step 6. To download, click ‘Download as CSV’

Handy, isn’t it?

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