How do I generate a report of the CPT codes used by payer?

The "CPT codes by payer" report will display the CPT codes used with each payer by the group practice. Read on to learn how to generate it. 

1. From the "Owner" dashboard, click on "Reports." 

2. Go to the "Financial" section.  

3. Choose "CPT code by payer" from the drop-down. 

4. After selecting a filter under "Date range," click "Generate report."

5. The following pop-up will appear, informing you not to close the tab while generating the report. After you click "Yes, proceed," the report will be downloaded to your computer in CSV format. 

If you have any questions, please contact us.