Permissions Required: You need Insights permission to create a report.
Staying up to date on relevant data within your clinic is essential. With Insight Reporting, you will be able to quickly track and monitor key pieces of data on a regular basis. The Payers report and chart source will show one row per payer and covers fields from the legacy Payers, Payer Receivables, and Charges by Payer reports.
Jump to Section:
Create a new Payer Report
- Go to Insights > New > All My Reports
- In lower-right corner, select + Report.
- In the Create a Report window, in the left-hand menu select Billing.
NOTE: This is a newly added report in Insight Reports. In the new Insights Patients report, the Pending Claim Balance fields have been renamed to Estimated Claim Balance and now work like those fields in the new Payers report.
This report will display one payer per row. You can use this report to view a payer's information, the frequency of document reminders, claim payments, and estimated claim balance.
Customize Payers Data
-
- In the Create a Report window, select Billing and select Payers.
- On the left side, select the Fields that you wish to see. There is also a description of these in the window. There is also a complete listing below.
TIP: You will notice that you can reorder the fields in the right-hand portion of the window. This is helpful in making sure that you can arraign your information to best fit your needs.
- When finished selecting all desired Fields, select Create Report.
- To save the report, select Save Report. You can title it, create a category, and add a description to it. It will appear in All My Reports.
- In the Create a Report window, select Billing and select Payers.
Field Descriptions
Payer
| Field | Description |
| Payer | The name of the payer |
| Payer Type | The type of payer (such as Insurance, Medicare, etc.) |
| Remitter | The name of the remitter linked to the payer |
| Remitter ID | The ID of the remitter linked to the payer |
| Address Line 1 | The payer's first address line |
| Address Line 2 | The payer's second address line |
| City | The payer's city |
| State | The payer's state |
| Zip | The payer's zip code |
| Phone | The payer's phone number |
| Fax | The payer's fax number |
| Generate Claims | Whether the payer is set to automatically generate claims |
| Accept Assignment | Whether the payer is set to accept assignment |
| Assistants | Whether the payer is set to bill using the assistant's or the supervisor's NPI |
| Authorizations | Whether the payer's authorizations are calculated by visits or units |
| Patients | The number of active patients that have this payer in the 1st, 2nd, or 3rd Payer slot |
| Coverages | The number of times this payer is in a patient's 1st, 2nd, or 3rd Payer slot |
Reminders
| Field | Description |
| Re-Assessment Frequency (Visits) | The payer's re-assessment frequency in visits; if blank, the frequency in Clinic Options is used |
| Re-Assessment Frequency (Days) | The payer's re-assessment frequency in days; if blank, the frequency in Clinic Options is used |
| Progress Note Frequency (Visits) | The payer's progress note frequency in visits; if blank, the frequency in Clinic Options is used |
| Progress Note Frequency (Days) | The payer's progress note frequency in days; if blank, the frequency in Clinic Options is used |
| Co-Signing Frequency (Visits) | The payer's co-signing frequency in visits; if blank, the frequency in Clinic Options is used |
| Co-Signing Frequency (Days) | The payer's co-signing frequency in days; if blank, the frequency in Clinic Options is used |
Billing
| Field | Description |
| Claims | The number of claims that exist for the payer |
| Charges | The total charge amount on claims for the payer |
| Units | The number of units on claims for the payer |
| Payments | The total amount paid from remits for the payer's claims |
| Finalized Adjustments | The total amount of adjustments on remits for the payer's finalized claims, excluding Patient Responsibility |
| Finalized Patient Responsibility | The total amount of patient responsibility adjustments on remits for the payer's finalized claims |
| Estimated Claim Balance | The estimated balance for the payer's unfinalized claims based on how the previous payer processed the claim |
| Estimated Claim Balance: 0-30 Days ($) | The estimated balance for the payer's unfinalized claims where the appointment was 0-30 days ago |
| Estimated Claim Balance: 31-60 Days ($) | The estimated balance for the payer's unfinalized claims where the appointment was 31-60 days ago |
| Estimated Claim Balance: 61-90 Days ($) | The estimated balance for the payer's unfinalized claims where the appointment was 61-90 days ago |
| Estimated Claim Balance: 91-120 Days ($) | The estimated balance for the payer's unfinalized claims where the appointment was 91-120 days ago |
| Estimated Claim Balance: 121+ Days ($) | The estimated balance for the payer's unfinalized claims where the appointment was over 120 days ago |
| Estimated Claim Balance: 0-30 Days (%) | The percentage of the estimated balance for the payer's unfinalized claims where the appointment was 0-30 days ago |
| Estimated Claim Balance: 31-60 Days (%) | The percentage of the estimated balance for the payer's unfinalized claims where the appointment was 31-60 days ago |
| Estimated Claim Balance: 61-90 Days (%) | The percentage of the estimated balance for the payer's unfinalized claims where the appointment was 61-90 days ago |
| Estimated Claim Balance: 91-120 Days (%) | The percentage of the estimated balance for the payer's unfinalized claims where the appointment was 91-120 days ago |
| Estimated Claim Balance: 121+ Days (%) | The percentage of the estimated balance for the payer's unfinalized claims where the appointment was over 120 days ago |
| Pending Claims | The number of unfinalized claims for the payer |
| Pending Claims: 0-30 Days | The number of unfinalized claims for the payer where the appointment was 0-30 days ago |
| Pending Claims: 31-60 Days | The number of unfinalized claims for the payer where the appointment was 31-60 days ago |
| Pending Claims: 61-90 Days | The number of unfinalized claims for the payer where the appointment was 61-90 days ago |
| Pending Claims: 91-120 Days | The number of unfinalized claims for the payer where the appointment was 91-120 days ago |
| Pending Claims: 121+ Days | The number of unfinalized claims for the payer where the appointment was over 120 days ago |
Download Information
You can download a report that you create. To download a report:
- In the lower-left, select Download.
NOTE: This will automatically download as a .cvs file