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Front Office Workflows

Last updated:

Jul 31, 2025

Detailed Charges Report

Reports

Billing Workflows


Summary

This report includes primary insurance charges from all claim submissions.

Notes

  • The provider is based on the rendering provider from the encounter, not the claim submission.

  • The insurance information comes from the claim submission, not the encounter. Changes to the encounter’s insurance will not affect the insurance recorded for the claim submission.

  • CPT codes are based on those submitted with the claim. Any changes to the procedure codes in the encounter will not affect the CPT codes reported for the claim submission.

  • A claim submission must have a submission date to be included in the report.

  • The claim submission must be associated with the site to be included.

Filters Supported

  • Date Range: Date of Service & Date of Submission

  • Patients

  • Providers

  • Facilities

  • Insurance Companies

Table of Contents

Search all docs

Front Office Workflows

Search all docs

Front Office Workflows

Last updated:

Jul 31, 2025

Detailed Charges Report

Reports

Billing Workflows


Summary

This report includes primary insurance charges from all claim submissions.

Notes

  • The provider is based on the rendering provider from the encounter, not the claim submission.

  • The insurance information comes from the claim submission, not the encounter. Changes to the encounter’s insurance will not affect the insurance recorded for the claim submission.

  • CPT codes are based on those submitted with the claim. Any changes to the procedure codes in the encounter will not affect the CPT codes reported for the claim submission.

  • A claim submission must have a submission date to be included in the report.

  • The claim submission must be associated with the site to be included.

Filters Supported

  • Date Range: Date of Service & Date of Submission

  • Patients

  • Providers

  • Facilities

  • Insurance Companies

Last updated:

Jul 31, 2025

Detailed Charges Report

Reports

Billing Workflows


Summary

This report includes primary insurance charges from all claim submissions.

Notes

  • The provider is based on the rendering provider from the encounter, not the claim submission.

  • The insurance information comes from the claim submission, not the encounter. Changes to the encounter’s insurance will not affect the insurance recorded for the claim submission.

  • CPT codes are based on those submitted with the claim. Any changes to the procedure codes in the encounter will not affect the CPT codes reported for the claim submission.

  • A claim submission must have a submission date to be included in the report.

  • The claim submission must be associated with the site to be included.

Filters Supported

  • Date Range: Date of Service & Date of Submission

  • Patients

  • Providers

  • Facilities

  • Insurance Companies