> ## Documentation Index
> Fetch the complete documentation index at: https://docs.athelas.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Export Claim Details

<img src="https://mintcdn.com/air_athelas/MaItsVLHFlyu5RbQ/images/insights_biller/reports/export_claim_details/export_claim_details_1.png?fit=max&auto=format&n=MaItsVLHFlyu5RbQ&q=85&s=018696138a733b4ed8e6c92a4153b2f5" alt="" width="896" height="1416" data-path="images/insights_biller/reports/export_claim_details/export_claim_details_1.png" />

#### Summary

The Claim Details Export reflects the encounters listed on the [Claim Details](https://insights.athelas.com/v3/claim_level_view) 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.’

<img src="https://mintcdn.com/air_athelas/MaItsVLHFlyu5RbQ/images/insights_biller/reports/export_claim_details/export_claim_details_2.png?fit=max&auto=format&n=MaItsVLHFlyu5RbQ&q=85&s=d9dbc5e0ac12137accf413d6e67c6705" alt="" width="838" height="532" data-path="images/insights_biller/reports/export_claim_details/export_claim_details_2.png" />

If you click `Download CSV` on the [Claim Details page](https://insights.athelas.com/v3/claim_level_view), 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.’

<img src="https://mintcdn.com/air_athelas/MaItsVLHFlyu5RbQ/images/insights_biller/reports/export_claim_details/export_claim_details_3.png?fit=max&auto=format&n=MaItsVLHFlyu5RbQ&q=85&s=017dd3bc198467f6f5826c17ebf4b4dc" alt="" width="1542" height="594" data-path="images/insights_biller/reports/export_claim_details/export_claim_details_3.png" />

We can provide a report of open encounters by provider/patient upon request

#### Filters Supported

* Date Range: Date of Service & (First or 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

* Payers

* Facilities

* CPT Code

* Encounter Status

* Encounter Stage

* Partial Payments toggle

* Report Format (CSV or XLSX)

#### 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.

<img src="https://mintcdn.com/air_athelas/MaItsVLHFlyu5RbQ/images/insights_biller/reports/export_claim_details/export_claim_details_4.png?fit=max&auto=format&n=MaItsVLHFlyu5RbQ&q=85&s=e77a0120b40f6a8ad35d73b71644ff2a" alt="" width="1870" height="300" data-path="images/insights_biller/reports/export_claim_details/export_claim_details_4.png" />

#### 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

#### Integrations With:

* Waystar
* CHC
* Carisk
* Availity