WebPT Ideas and Discovery

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Better Reporting for Unpaid Claims

It would be great to have a report that groups unpaid claims by insurance company first, then by patient and also by date of service.  If you could also include their basic information such as date of birth and ID number this makes things much easier when calling insurance companies for claim status.  The current A/R report requires sorting in Excel and also digging through charts. Thanks!

  • Guest
  • Aug 16 2018
  • Future Consideration
  • Attach files
  • Guest commented
    11 Feb, 2019 09:37pm

    I would definitely agree ! When working aging reports, you give the option to export to Excel the client name and full balance, but that's it. OR we can review by carrier but we cannot export that to Excel in a way that would also show the patient information/ DOS. It would me AMAZING if the reporting was broken down 1st by carrier, 2nd by patient account, 3rd by DOS.

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