1. Date Span: Select from the dropdown or enter you own dates.
2. Use Date: Charge Post Date or Procedure Service Date
3. Batch: If a Reference Batch Number is entered, the report will contain Charges for that Batch only regardless of the of the dates chosen.
4. User: Option to select a specific User.
5. Include, Exclude, or Only

• Reversed Charges
• Incomplete Charges

6. Include Payments checkbox
7. Use the additional Filters for more specificity.

Daily Report without Payments

• Breakdown of each Patient's Charges.

• Patient's Name and ID
• Encounter ID
• Post Date
• Total Charges
• Allowed Amount
• Adjustments
• Insurance Balance total for all Line Items
• Patient Balance total for all Line Items
• Diagnosis Codes
• Insurance
• Rendering Provider
• Billing Provider

• Each Line Item displays

• Line Items listed in the order that will be sent on the Claim.
• Date of Service (DOS)
• CPT
• Place of Service (PO)
• Modifiers
• Units
• Charge amount
• Insurance Balance for each Line Item
• Patient Balance for each Line Item

• Grand Totals

• # of Charges
• # of Patients
• Total Charges
• Charges (No Bill): Charges not billed to Insurance
• Charge Balance
• Allowed Amount Total
• Adjusted Amount Total
• Insurance Balance Total
• Patient Balance Total

Daily Charge Report with Payments

Payments can be included on the Daily Charge Report by selecting the Include Payments checkbox.

The Insurance and Patient Payments, Adjustments, and Patient Responsibility are detailed by Line Item.