Claim Submission Report

Claim Submission Report

Overview

The Claim Submission Report provides a comprehensive view of submitted claims, including key details such as the submitter, submission date, claim status, and encounter information. It captures essential data about the client, rendering provider, service location, and diagnosis. The report also includes financial breakdowns like total charges, client and insurance balances, and payer information. Service-specific fields such as service codes, modifiers, units, and authorization numbers support accurate billing and auditing.

This report helps streamline claim tracking and ensures visibility into the end-to-end submission process.

You can export the report in CSV, PDF, or Excel format.

Step 1: Accessing the Claim Submission Report

To access the Claim Submission Report:

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



Step 2: Using Report Filters 

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

Additional filters are available to refine results:
  1. Submitter: Select a submitter to generate the report for a specific submitter. Leave blank to include all submitters.
  2. Payer: Select a payer to generate the report for a specific payer. Leave blank to include all payers.




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 now includes the following columns:
  1. Submitter – The name of the user who submitted the claim.
  2. Submission Date – The date the claim was submitted.
  3. Claim Status – The status of the claim (Success or Error).
  4. ICANotes Claim# – The claim number generated when the claim was created.
  5. Encounter – The date of the encounter.
  6. Location – The location where the service was rendered.
  7. Rendering Provider – The name of the provider who rendered the services.
  8. Client – The name of the client.
  9. Diagnosis – The diagnosis codes for the services rendered.
  10. Total Charge Amount – The total charge amount for all services provided during the encounter.
  11. Total Client Balance – The amount to be recovered from the client.
  12. Total Insurance Balance – The amount to be recovered from the insurance payer.
  13. Payer – The name of the payer.
  14. Member ID – The insurance member ID.
  15. Payer ID – The insurance payer ID.
  16. Service Code – The code for the service rendered.
  17. Modifiers – The modifier codes associated with the service.
  18. Total Units – The number of units for the services rendered.
  19. Charge Amount – The charge amount for the services provided.
  20. Authorization – The authorization number used for the service.

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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