How do I generate a report for the services not submitted to insurance for my solo practice?

The "Services not submitted to insurance" report shows a summary of the transactions that haven't been submitted to the insurance companies for reimbursement. 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 "Services not submitted to insurance" from the drop-down. 

4. Click on "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.