Overview of the Monthly Financial Report

The Monthly Financial Report can be used to provide financial data for close-of-month reporting. The report includes a summary tab with a summary of the monthly numbers that include; Claims Created, Claims Submitted, Insurance Payments, Patient Payments, Rejected Claims, and Unapplied Payments. It will also provide an advanced search option with the capability of claim drill-down allowing the billing team to quickly identify discrepancies, if applicable.