When you first open the Payer Mix, you will see a list of parameters to use for the report. After making selections from the below, you will choose the 'Run Report' option below the parameters to run the report:
- Date Type: This will allow you to select if the report will be ran based on Service Date, Service Post Date, Deposit Date, and Deposit Post Date.
- Service Date range: If selected, the report will return charges and payments against those charges on claims with a service date in the range specified.
- Service Post Date range: If selected, the report will return charges and payments against those charges on claims that were posted in the range specified.
- Deposit Date range: If selected, the report will return payments and charges against those payments whose deposit date is in the range specified.
- Deposit Post Date range: If selected, the report will return payments and charges against those payments for the deposit post date in the range specified.
- Start Date: The starting date range of your report.
- End Date: The ending date range of your report.
- Insurance: This will designated if the results being pulled back is based on Primary, Secondary, or Tertiary insurance on the claim.
- Procedures Codes: This will allow you to include procedure codes when the report is exported to excel.
- Allowed Amount: This will allow you to include allowed amounts (based on your fee schedule) when the report is exported to excel.
- Run Report drop down: On the Run Report drop down you will be able to select default date spans.
- Last Month: The month prior to the current month.
- Last Quarter: The year quarter prior to the current year quarter.
- Current Month: The current month up to today's date.
