Payor Billing Activity Report

The Payor Billing Activity Report provides a detailed overview of invoices by payor, including item details and invoice statuses, across any MediRecords practice you have access to. This report allows you to review billing activity for specific payors, track payments, and monitor outstanding amounts within a selected date range.
 

This guide explains how to access and generate the report, choose the practice, payor, invoice status, and reporting period, and then review the results. It also outlines how to print or export the report into PDF format for record-keeping or further financial analysis.

1. Click on More then Reporting, and click on Financial.


 

2. Select Payor Billing Activity Report.


You will be taken to the Payor Billing Activity Report screen. Note the (i) icon you can hover over to give a quick description.

 

To run the report for payer billing activity reports of a particular practice,
Select from the Practice, Payor (example Patient), Invoice Status (Partially Paid, Paid) and Select the Date range then Click Run


 

This will generate a report with a payor "patient" and chosen practice for the selected date range.

To print the report, select Print and you will be directed to the in-browser print preview screen.



 

To export this report, click Export and select your preferred data format -PDF will be chosen for this example.