Claim Submissions Summary Report
- vickyp
- Katerina
Step 1. Click the menu button in the sidebar at the left.
Step 2. Click Submissions Summary Report.
Claim Submissions Summary Report page loads with the report data.
Step 3. Select Year, Encounter type, Payer.
The grid changes to show the transactions for a particular data set.
Step 3.1. To see the underlying details behind each month, click on the month's title.
Claim Submission Details appears. The data will be downloaded when a user clicks on Download as Excel file link.
Step 3.2. To see the underlying details behind each transaction, click on the claim's title.
Search page appears based on predefined criteria.
Step 4. Click Download as Excel file under the grid.
A standard Save As dialog appears where you can rename the file if necessary.
Step 5. Click Save in this dialog.
The report starts downloading.
Step 6. Open the downloaded file and review the report.
The report follows Submissions Summary Report format.