Activity Summary Report

Activity Summary shows information about charges, allowances, payments, adjustments, write-offs, expected CO-45, and refunds by payer.

Shows example output of the activity summary by primary payer report.

To run the report:

  1. On the navigation bar, click Analyticsand then click Reports.

  2. Scroll down the list and click Activity Summary by Primary Payer.

  3. Start and End Date: Pick how far back you want the report to start and the date you want it to end.

  4. Level of Service: Click to select All or one or more levels of service.

  5. Click View Report.

Recommended use

Run anytime to compare net charges against payments and as a tool to determine your company's health. Try running separate reports for several months in a row, and then compare the reports to understand the trajectory of your business and find monthly patterns.