Claim Submission Report - Advanced Search Tab

The Claim Submission Report can be found in the Reports portal under the Billing category on the navigation bar. The Advanced Search tab of this report can be found on the right upper corner of the report. The Advanced Search tab allows a user to enter specific search criteria to run the Claim Submission Report by. 

Advanced search fields

  • Date Type: The date type that will be utilized to run the report. There are 2 different date types;  Claim Submission, or Service Date. The default selection will be Submission Date.
  • Group By: This allows the user to select what the grouping on the report will be. The field selected here is what the returned information on the report will be grouped by. The default selection will be Submission Date.
  • SubGroup By: This allows the user to select an additional grouping on the report. The default selection will be Submission User.
  • Submission Type: This allows the user to filter for primary, secondary, or tertiary  submission(s).
  • Submission Method: This allows the user to filter for electronic, or paper submission(s).
  • Submission Rejections: This allows the user to filter for rejected claims, or non-rejected claims submission(s).
  • Submission Users: This allows the user to filter for a user who created the claim submission(s).


After running the report, results will be displayed based on the group by, and subgroup by selection. 

To drill into the detail of any grouping click the group row.