Summary

This report provides a one-page summary of a patient’s encounters and the payments made toward those encounters. It can also be accessed through the patient profile under the 'Claims' tab. This report is often given to patients to share with their lawyers, summarizing services, charges, and payments.

Filter Requirements

• You must select a single patient to download this report. It supports date filters based only on the Date of Service or Date of Submission.

Filters Supported

• Patient

• Providers

• Facilities

• Insurance Companies

• Date range: Date of Service & Date of Submission