How do I generate a report of the CPT codes used by payer for my solo practice?

The "CPT codes by payer" report will display the CPT codes used with each payer in your practice. 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 "CPT code by payer" from the drop-down. 

4. After selecting a date range, 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.