Accessing Claim Productivity on the Practice Summary

  1. Open the Billing Portal in the lower left corner.

  2. In the left-hand navigation pane, choose the Practice Summary from the Reporting section.

  3. If this report has not yet been run, you will get a parameter window. Feel free to close this window.

  4. Under Productivity Reports, select either the Claim Productivity Report by User or Claim Productivity Report by Date.