Running the Revenue by Insurance Report

This report is used for tracking your revenue based on the insurance associated with your charges, based upon payments received and invoices posted during a date range.

1. Click Reports > Revenue By Insurance Report

2. Update the fields or leave them as the default to run "All" Locations, Providers, Staff and Insurance

Running the report by "Receipt" will yield all revenue payments posted:

  1. By the patient on the Invoice
  2. Insurance Payments posted by EOBs and ERAs

Running the report by "Invoice" will yield all Insurance billed at the time the invoice is posted.