Billing Report

Billing Report

Overview

The Billing Report allows billers to view comprehensive billing information for clients. The report includes details such as the client’s primary and secondary insurance information, service codes and descriptions for services rendered, amounts charged, payments made, and payment sources (for example, cash, check, or credit card). This helps billers track outstanding balances and reconcile payments efficiently.

The report can be exported in CSV, PDF, or Excel format for further analysis or recordkeeping.

Step 1: Accessing the Billing Report

To access the Productivity Report:

  1. Select More from the left sidebar.
  2. Select Reports.
  3. In the Report dropdown, select Billing Report.




Step 2: Using Report Filters 

By default, the report includes Start Date and End Date filters. The report filters results based on the encounter date. 

Additional filters are available to refine results:
  1. Client: Select a client to generate the report for a specific client. Leave blank to include all clients.
  2. Clinician: Select a clinician to generate the report for a specific clinician. Leave blank to include all clinicians.
  3. Location: Select a location to generate the report for a specific location. Leave blank to include all locations.




Step 3: Running the Report 

After selecting the desired filter options, click the Run Report button. The report is then generated and displayed as shown in the screenshot below. A description of each column in the report is provided beneath the screenshot.



When you run or export the report, it includes the following columns:

  • Claim Status: Indicates the current status of the claim (e.g., Unbilled, Submitted).

  • Date: Displays the date of the service or encounter.

  • Start: Shows the scheduled start time of the appointment.

  • End: Shows the scheduled end time of the appointment.

  • Appt Type: Indicates the type of appointment (e.g., Individual, Group).

  • Appt Status: Reflects the appointment's status (e.g., Completed, Canceled, No-show).

  • Appt Type Id: Internal system ID associated with the appointment type.

  • Location: Displays the site or facility where the service was provided.

  • Clinician: Displays the name of the provider who conducted the session.

  • Client: Displays the client’s full name.

  • DOB: Shows the client’s date of birth.

  • Note Status: Displays note status (In Progress, Finished, Signed) 

  • Diagnosis: Displays the primary diagnosis code linked to the encounter.

  • Payer 1: Displays the name of the primary insurance provider.

  • Member ID 1: Shows the member identification number for the primary payer.

  • Payer 2: Displays the name of the secondary insurance provider, if any.

  • Member ID 2: Shows the member identification number for the secondary payer.

  • Units: Reflects the number of billing units for the service provided.

  • Service Code: Shows the CPT or procedure code billed for the service.

  • Service Code Description: Provides a description of the billed service code.

  • Service Charge Total: Displays the total amount charged for the service.

  • Client Paid: Indicates the amount paid by the client toward the billed service.

  • Payment Source: Identifies who made the payment (e.g., Client, Insurance).

  • Billing Note: Displays any billing-related notes added for the encounter.


See Also

​Working with Reports - Learn how to navigate reports, assign roles and permissions, and use common reporting functions.
​Grant User Access to Reports - Understand the impact of restricted access and how to grant users permission to view reports.

FAQs 

You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.


Click here for quick access to the FAQs.

Need Help?

For further assistance, contact:
📞 Phone: 443-203-5857
📱 Text: 866-301-0085
📧 Email: ticket@icanotes.com
💬 Chat: https://app.icanotes.com



Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.







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