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:
  1. Claim Status
  2. Date
  3. Start
  4. End
  5. Appt Type
  6. Appt Status
  7. Appt Type Id
  8. Location
  9. Clinician
  10. Client
  11. DOB
  12. Note Status
  13. Diagnosis
  14. Payer 1
  15. Member ID 1
  16. Payer 2
  17. Member ID 2
  18. Units
  19. Service Code
  20. Service Code Description
  21. Service Charge Total
  22. Client Paid
  23. Payment Source
  24. Billing Note

Step 4: (Optional) Searching for Data in the Report

You can use the free-text search option to find specific information in the report. Enter the desired text or number, then use the right and left arrow keys to navigate through all matching results.



Step 5: (Optional) Adjusting the Report Zoom

The report is initially displayed at 100% zoom. To improve readability, you can adjust the zoom level using the dropdown menu. For finer control, use the magnifier icons next to the dropdown to increase or decrease the zoom in 10% increments.



Step 6: (Optional) Exporting the Report to PDF, CSV, or Excel

After running the report, it is displayed as shown in the screenshot below. For better visibility, the software allows you to export the report to Excel. You can also export it in PDF or CSV formats. Click on the arrow next to the Export button and choose the desired format.




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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