Charge Analysis

The Charge Analysis Report is used to view Charge Amount, Procedure Count, and Allowed Amount by a date range.
This report will display the amount in several breakout categories for a user, including Payer, Provider, Location, and more.

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Step-By-Step Instructions

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

  2. In the left-hand navigation pane, choose the Charge Analysis from the Reporting section.

  3. Set your report date(s) with the date field. The report will default to current month.

  4.  Set any filters if needed, but leaving all fields blank will include all options available.

  5. Click the Search Button to run the Report

  6. Results will now be displayed in different breakouts. To drill-down into a section, right click on the tile to drill-down into a more detailed report or to export / print.

  7. To change any filters and re-run the report, click directly on the date button at the top of the window to open the Search Options screen.