Provider Billing Activity Report

The Provider Billing Activity Report is a valuable tool for tracking the billing performance of one or all providers within a practice. It gives you a clear overview of invoices generated, along with the associated patients and item details, making it easier to review provider activity and ensure accurate financial reporting.

This guide will show you how to access the report, customise it by practice, provider, invoice type, and date range, and then generate results that meet your needs. You’ll also learn how to run the report across all providers in a practice, and how to print or export it for further review or record-keeping.

1. Within Reporting, click on Financial.
   
   
   
    
2. Select Provider Billing Activity Report.
   
   
   
    
3. You will be taken to the Provider Billing Activity Report screen. Note that if you hover your cursor over the (i) icon, it will give you a quick description.
   
   
   
    
4. To run the report for one provider at a particular practice, Select from the Practice and Provider menus. You can customise the types of invoices you want to show. 
   
   
   
    
5. For the Date range, you will need to select the specific dates.  
   
   
   
    
6. Click Run when all details have been filled and the report will be generated.
   
   
   
    
7. To print the report, select Print and you will be directed to the in-browser print preview screen.
   
   
   
    
8. To export this report, click Export and select your preferred data format - PDF will be chosen for this example.
   
   

        Provider Billing Activity Report - ALL PROVIDERS

1. To run the report for all providers at a practice, click on the Provider menu and select the Provider entry at the top.
    
2. We will now look at all types of Invoices, so click on the Invoice Status menu and select all options as shown.
   
   
    
3. Click on Run. This will now give you the report for the whole practice.
   NOTE: The Provider field in the result will say "None Selected".
   
   
   
   
   4. To print or export the report, follow the same instructions as the earlier report.
    

If you need further assistance please contact support on 1300 103 903 or email at support@medirecords.com