Unfinalized Insurance Payment Report
The Unfinalized Insurance Payment Report lists insurance payments that have not been finalized.
Note: If you have unfinalized payments from today, you will get prompt to open this report upon entering the Standard Reports.
- In the main menu, click Reports, Standard.
- In the Daily section, click Unfinalized Insurance Payments.
- Type: Select the type of insurance payments you would like to display.
- All: All unfinalized insurance payments.
- Partial Payments: Batch insurance payment not finalized.
- Unfinalized Claim: Single claim missing insurance payment.
- Clinic: If using clinics, select the clinic to filter by.
- Carrier: Narrow list down by insurance carrier.
- Refresh the list to apply changes.
- Print or Export the report.