How do I generate a report of the claims denied by the payer?

The "Denied claim by payer" report will display all the claims that have been denied by the insurance company. Read on to learn how to generate it. 

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

2. Go to the "Financial" section. 

3. Choose "Denied claim by payer" from the drop-down. 

4. After selecting a filter under "Date range" and "Select clinician(s)," click on "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.