Search all docs
Provider Workflows
Chart Notes
Auto-apply KX Modifier
Getting Started with Chart Notes
AI Appt. Summaries
Chart Note Clinical Types
Download Chart Notes as PDFs
Goals on the chart note
How to add Measurements
Import Previous Medical History
Navigating Flowsheets
Navigating Inbox Workflows
Navigating the Chart Note
Set up Custom Chart Note Templates
Setting up Co-signers on Your Note
Sign a Chart Note
Text Snippets For Your Note
Chart Note Features Not Supported
Chart Notes
Claim Details
Claim Details
Front Office Workflows
Appointments
The Insights Appointments Page
Adding Prior Auth and Alerting
Alternate Methods for Scheduling
How to Add a Walk-In Patient
How to Run an Eligibility Check
How to Schedule an Appointment
How to Take Payments
Sending out reminders and forms
Understanding Appointment Details
Updating Appointment Statuses
Appt. Features not supported
Appointments
Daily Operations
Daily Operations
Patient Communications
General Patient Flows Features
Text Blast Page
Insurance Intake Page
Functional Outcome Measurements
Getting Started with Patient Portal
Complete Intake Forms
Navigating Patient Workflows
Manage Patient Appointments
Manage Payments through Patient Portal
Patient Intake Automation
Update Insurance Info
View Home Exercise Programs
Patient Communications
Patient Responsibility
Charge Saved Credit Cards
Manage Credit Cards
Setting up a Payment Plan
How to Cancel PR
How to Send a Patient Payment Link
How to Push to PR
How to Record Payments
How to Refund a Payment
How to Request via Text or Email
How to Set Up Miscellaneous Line Item Charges
How to Take Payment for Families
How to Undo a Write Off
How to Write Off PR
Patient Responsibility Page
PR Overpayment Refunds and Estimated vs. Remittance PR
PR Settings
PR Timeline
Patient Responsibility
Billing Workflows
Front Office Payments
Front Office Payments
Reports
A/R Reports
Building and Running Reports
Claim Adjustments Report
Collections Report
Custom Collections Report
Detailed Charges Report
Export Claim Details
Generate a Transaction Report
Patient Balances Report
Patient Charges Report
Patient Claims One-pagers
Patient Collections Report
Patient Eligibility Report
Posting Log Report
Site Transaction Report
Site Transaction Report Summary
Submitted Claims Report
Upcoming Patient Statements Report
Reports
Owners & Administration
Last updated:
Jul 31, 2025
Export Claim Details
Reports
Billing Workflows
Summary
The Claim Details Export reflects the encounters listed on the Claim Details page, representing all encounters imported into our system.
The download includes three reports, categorized by encounter, procedure, and insurance type.
A raw data sheet is also provided for validating the data specific to your practice.
Notes
You cannot sum up patient payments and tie them to revenue graphs in this report. Miscellaneous patient payments are excluded. Only patient payments linked to PR (Patient Responsibility) generated from a remittance are included.
The total billed amount is based on the latest primary claim submission for each encounter.
The filters available here differ from the filters on the Claim Details page. Here, you’ll select the report’s inclusive date range, i.e. ‘Start Date’ and ‘End Date.’
If you click Download CSV on the Claim Details page, however, it will respond to the exclusive filters you’ve set. These filters include ‘Submission Before,’ ‘Submission After,’ ‘Payment Posted Before,’ and ‘Payment Posted After.’
We can provide a report of open encounters by provider/patient upon request
Filters Supported
Date Range: Date of Service & (First and Latest) Date of Submission
Note: Date Posted is not supported for charges. The billed amount will always default to Date of Service, regardless of other metrics set to Date Posted.
Patients
Providers
Primary Payer
Facilities
CPT Code/CPT Code Range
Insurance Payout
Partial Payments Only Toggle
Encounter ID
Filters Unsupported
Date Type: Date Posted
Patient Responsibility Status
Primary Claim Status & Working Status
Secondary Claim Status & Working Status
The Encounter Rollup CSV included in this download will show tertiary insurance information.
Other Features Supported
Automated weekly emails containing amount of open encounters
Validating encounter to claim creation volume on a monthly basis
Working/triaging through integration errors and submission errors
Features Not Supported
Manual charge entry team to create and enter claim details
Arbitration
Integrations With:
Waystar
CHC
Carisk
Availity
Table of Contents
Search all docs
Provider Workflows
Chart Notes
Auto-apply KX Modifier
Getting Started with Chart Notes
AI Appt. Summaries
Chart Note Clinical Types
Download Chart Notes as PDFs
Goals on the chart note
How to add Measurements
Import Previous Medical History
Navigating Flowsheets
Navigating Inbox Workflows
Navigating the Chart Note
Set up Custom Chart Note Templates
Setting up Co-signers on Your Note
Sign a Chart Note
Text Snippets For Your Note
Chart Note Features Not Supported
Chart Notes
Claim Details
Claim Details
Front Office Workflows
Appointments
The Insights Appointments Page
Adding Prior Auth and Alerting
Alternate Methods for Scheduling
How to Add a Walk-In Patient
How to Run an Eligibility Check
How to Schedule an Appointment
How to Take Payments
Sending out reminders and forms
Understanding Appointment Details
Updating Appointment Statuses
Appt. Features not supported
Appointments
Daily Operations
Daily Operations
Patient Communications
General Patient Flows Features
Text Blast Page
Insurance Intake Page
Functional Outcome Measurements
Getting Started with Patient Portal
Complete Intake Forms
Navigating Patient Workflows
Manage Patient Appointments
Manage Payments through Patient Portal
Patient Intake Automation
Update Insurance Info
View Home Exercise Programs
Patient Communications
Patient Responsibility
Charge Saved Credit Cards
Manage Credit Cards
Setting up a Payment Plan
How to Cancel PR
How to Send a Patient Payment Link
How to Push to PR
How to Record Payments
How to Refund a Payment
How to Request via Text or Email
How to Set Up Miscellaneous Line Item Charges
How to Take Payment for Families
How to Undo a Write Off
How to Write Off PR
Patient Responsibility Page
PR Overpayment Refunds and Estimated vs. Remittance PR
PR Settings
PR Timeline
Patient Responsibility
Billing Workflows
Front Office Payments
Front Office Payments
Reports
A/R Reports
Building and Running Reports
Claim Adjustments Report
Collections Report
Custom Collections Report
Detailed Charges Report
Export Claim Details
Generate a Transaction Report
Patient Balances Report
Patient Charges Report
Patient Claims One-pagers
Patient Collections Report
Patient Eligibility Report
Posting Log Report
Site Transaction Report
Site Transaction Report Summary
Submitted Claims Report
Upcoming Patient Statements Report
Reports
Owners & Administration
Search all docs
Provider Workflows
Chart Notes
Auto-apply KX Modifier
Getting Started with Chart Notes
AI Appt. Summaries
Chart Note Clinical Types
Download Chart Notes as PDFs
Goals on the chart note
How to add Measurements
Import Previous Medical History
Navigating Flowsheets
Navigating Inbox Workflows
Navigating the Chart Note
Set up Custom Chart Note Templates
Setting up Co-signers on Your Note
Sign a Chart Note
Text Snippets For Your Note
Chart Note Features Not Supported
Chart Notes
Claim Details
Claim Details
Front Office Workflows
Appointments
The Insights Appointments Page
Adding Prior Auth and Alerting
Alternate Methods for Scheduling
How to Add a Walk-In Patient
How to Run an Eligibility Check
How to Schedule an Appointment
How to Take Payments
Sending out reminders and forms
Understanding Appointment Details
Updating Appointment Statuses
Appt. Features not supported
Appointments
Daily Operations
Daily Operations
Patient Communications
General Patient Flows Features
Text Blast Page
Insurance Intake Page
Functional Outcome Measurements
Getting Started with Patient Portal
Complete Intake Forms
Navigating Patient Workflows
Manage Patient Appointments
Manage Payments through Patient Portal
Patient Intake Automation
Update Insurance Info
View Home Exercise Programs
Patient Communications
Patient Responsibility
Charge Saved Credit Cards
Manage Credit Cards
Setting up a Payment Plan
How to Cancel PR
How to Send a Patient Payment Link
How to Push to PR
How to Record Payments
How to Refund a Payment
How to Request via Text or Email
How to Set Up Miscellaneous Line Item Charges
How to Take Payment for Families
How to Undo a Write Off
How to Write Off PR
Patient Responsibility Page
PR Overpayment Refunds and Estimated vs. Remittance PR
PR Settings
PR Timeline
Patient Responsibility
Billing Workflows
Front Office Payments
Front Office Payments
Reports
A/R Reports
Building and Running Reports
Claim Adjustments Report
Collections Report
Custom Collections Report
Detailed Charges Report
Export Claim Details
Generate a Transaction Report
Patient Balances Report
Patient Charges Report
Patient Claims One-pagers
Patient Collections Report
Patient Eligibility Report
Posting Log Report
Site Transaction Report
Site Transaction Report Summary
Submitted Claims Report
Upcoming Patient Statements Report
Reports
Owners & Administration
Last updated:
Jul 31, 2025
Export Claim Details
Reports
Billing Workflows
Summary
The Claim Details Export reflects the encounters listed on the Claim Details page, representing all encounters imported into our system.
The download includes three reports, categorized by encounter, procedure, and insurance type.
A raw data sheet is also provided for validating the data specific to your practice.
Notes
You cannot sum up patient payments and tie them to revenue graphs in this report. Miscellaneous patient payments are excluded. Only patient payments linked to PR (Patient Responsibility) generated from a remittance are included.
The total billed amount is based on the latest primary claim submission for each encounter.
The filters available here differ from the filters on the Claim Details page. Here, you’ll select the report’s inclusive date range, i.e. ‘Start Date’ and ‘End Date.’
If you click Download CSV on the Claim Details page, however, it will respond to the exclusive filters you’ve set. These filters include ‘Submission Before,’ ‘Submission After,’ ‘Payment Posted Before,’ and ‘Payment Posted After.’
We can provide a report of open encounters by provider/patient upon request
Filters Supported
Date Range: Date of Service & (First and Latest) Date of Submission
Note: Date Posted is not supported for charges. The billed amount will always default to Date of Service, regardless of other metrics set to Date Posted.
Patients
Providers
Primary Payer
Facilities
CPT Code/CPT Code Range
Insurance Payout
Partial Payments Only Toggle
Encounter ID
Filters Unsupported
Date Type: Date Posted
Patient Responsibility Status
Primary Claim Status & Working Status
Secondary Claim Status & Working Status
The Encounter Rollup CSV included in this download will show tertiary insurance information.
Other Features Supported
Automated weekly emails containing amount of open encounters
Validating encounter to claim creation volume on a monthly basis
Working/triaging through integration errors and submission errors
Features Not Supported
Manual charge entry team to create and enter claim details
Arbitration
Integrations With:
Waystar
CHC
Carisk
Availity
Last updated:
Jul 31, 2025
Export Claim Details
Reports
Billing Workflows
Summary
The Claim Details Export reflects the encounters listed on the Claim Details page, representing all encounters imported into our system.
The download includes three reports, categorized by encounter, procedure, and insurance type.
A raw data sheet is also provided for validating the data specific to your practice.
Notes
You cannot sum up patient payments and tie them to revenue graphs in this report. Miscellaneous patient payments are excluded. Only patient payments linked to PR (Patient Responsibility) generated from a remittance are included.
The total billed amount is based on the latest primary claim submission for each encounter.
The filters available here differ from the filters on the Claim Details page. Here, you’ll select the report’s inclusive date range, i.e. ‘Start Date’ and ‘End Date.’
If you click Download CSV on the Claim Details page, however, it will respond to the exclusive filters you’ve set. These filters include ‘Submission Before,’ ‘Submission After,’ ‘Payment Posted Before,’ and ‘Payment Posted After.’
We can provide a report of open encounters by provider/patient upon request
Filters Supported
Date Range: Date of Service & (First and Latest) Date of Submission
Note: Date Posted is not supported for charges. The billed amount will always default to Date of Service, regardless of other metrics set to Date Posted.
Patients
Providers
Primary Payer
Facilities
CPT Code/CPT Code Range
Insurance Payout
Partial Payments Only Toggle
Encounter ID
Filters Unsupported
Date Type: Date Posted
Patient Responsibility Status
Primary Claim Status & Working Status
Secondary Claim Status & Working Status
The Encounter Rollup CSV included in this download will show tertiary insurance information.
Other Features Supported
Automated weekly emails containing amount of open encounters
Validating encounter to claim creation volume on a monthly basis
Working/triaging through integration errors and submission errors
Features Not Supported
Manual charge entry team to create and enter claim details
Arbitration
Integrations With:
Waystar
CHC
Carisk
Availity