Billing/Productivity Report Export Process

• Related Articles

• Billing/Productivity Report Enhancement for User-Based Custom Exports

  ICANotes users now have the ability to save custom export settings within the Billing/Productivity Report. Please watch our demonstration of this report enhancement from our December 2018 release. Video link: https://youtu.be/Y3SFKzUw0y4

• Running the Productivity Report (columns)

  Index Sections Enter a range of dates. Enter Patient(s). Leave blank for all patients. Enter the Site/Location(s). Leave blank for all sites/locations. Enter Provider(s). Leave blank for all providers. Enter the Diagnosis Code(s). Leave blank for all ...

• (Old Style Template) Running the Billing / Productivity Report, Preparing and Submitting Claims Electronically

  Index Sections Fill in the range of dates. Enter patient's name or patient ID. Leave blank for all patients. Enter specific billing/service code. Leave blank for all codes. Enter the site/location (multiple providers can be selected). Leave blank for ...

• Custom Form Search in the Billing/Productivity Report

  Custom Form Search in the Billing/Productivity Report Search functionality within the New Style Billing/Productivity Report now includes the ability to specify custom forms as a search criterion. When ‘Custom Form’ is selected from Note Search ...

• Filter Billing/Productivity Report By Insurance Type Other

  Filter Billing/Productivity Report by Insurance Type Other You can now use the Billing/Productivity Report to filter notes by Insurance Type Other (as set in Demographics or the Insurance Payer Short List) Start by navigating to the ...