14 New: Insurance Invoice Summary Report

09/21/2020 - Report of compilation of invoices to send and export it to their affiliated insurance companies

 

What you need to have?

• A Patient Account created with an insurance associated and added charges.

What you can do?

Search and Export the report into a document

• Before export the document is important to filter by date and Insurance

Send report to email

• Before send the report is important to filter by date and Insurance

• To send the report to more than one email, you can separate the mail adresses with a coma

See history log of emails sent

• Before see the log history, the document is important to filter by date
• To see the log of an specific insurance make sure you filter by the insurance you want to see the log.
• To see the log of all the insurance you have sent a report, make sure you don't filter by any insurance.

We hope this improves your Cirrus experience. Remember to share this information and ask for help if you need it.

Date: September 21, 2020