A PDF containing step-by-step instructions with pictures is available to view or download at the bottom of the page.

The Secondary Biller report allows you to review the Charges where the designated Provider is assigned as the Secondary Biller. The Secondary Biller may be a Physician or an NP/PA.

1. From the Data Mining section, hover over Charges and click Secondary Biller. 


2. Set the Search Criteria and click RUN REPORT.


· Use the CENSUS drop-down menu to select a specific Census.

· Use the SECONDARY BILLER drop-down menu to select a specific Biller.

· Use the START DATE and END DATE pickers to select the date range you wish you view. The dates selected correspond to the Dates of Service, NOT the date the Charge was entered.

· Use the REPORT TYPE drop-down menu to select the type of report you wish to run. NOTE: All Report Types may be printed or exported to Excel.

  • TOTALS: This will display the totals for each Charge selected during the specified date range.
  • ITEMIZED: This will display each Charge and the corresponding Patient information.

· Use the SORT BY drop-down menu to sort the results by Charge or Total (for Totals report type) or Charge, Patient, Date of Service (i.e. BillDate) Census, or Biller (for Itemized report type). 

 

3. Results will display in the right-side column.

 

4. To print or download the report, click PRINT/DOWNLOAD.

 

5. Click PRINT or DOWNLOAD in the pop-up, as appropriate. Downloaded reports will export to an Excel CSV file. Printed reports will open in a separate tab for printing.