Unfinalized Insurance Payment Report

The Unfinalized Insurance Payment Report lists insurance payments that have not been finalized.

Note: Any unfinalized payments show in parentheses in the Reports dropdown, e.g. Unfinalized Payments (3).

  1. In the Main Menu, click Reports, Standard.
  2. In the Daily section, click Unfinalized Insurance Payments.
  3. 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 Payment: Single unfinalized insurance payment.
  4. Clinic: Select the clinic to filter by.
  5. Carrier: Narrow list down by insurance carrier.
  6. Click Refresh to update the list.
  7. Click Print to print the report. Click Export to save the results as a txt or xls file.