How do I generate an "outstanding claims" report for my solo practice?

The "Outstanding claims" report is similar to the "Aging report'' but primarily intended to view outstanding claims. This information is essential to keep track of submitted claims. Read on to learn how to generate it.

1. From your main dashboard, click on "Reports."

2. Go to the "Financial Reports" section. 

3. Choose "Outstanding claims" from the drop-down. 

4. After selecting a date range for the claims, click "Generate report."

5. The following pop-up will appear, informing you not to close the tab while generating the report. You can continue working on other tasks in a different tab. Click on "Yes, proceed" to continue. The report will be downloaded to your computer in .CSV format. 

If you have any questions, please contact us.