Unfinalized Insurance Payment Report

In Standard Reports, in the Daily section, click Unfinalized Insurance Payments.

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).


Type: Select the type of insurance payments you would like to display.

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.