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).
- 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 Payment: Single unfinalized insurance payment.
- Clinic: Select the clinic to filter by.
- Carrier: Narrow list down by insurance carrier.
- Click Refresh to update the list.
- Click Print to print the report. Click Export to save the results as a txt or xls file.