Notes Activity Report

Per biller, the Note Activity report shows notes entered for a claim, the claim number, service date, note date, note type, payer, and claim balance.

To run the report:

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

2. Scroll down the list and select Note Activity.

3. Select a date range.
4. Pick a note author or select All.
5. If you want to show deactivated users in the report, click the 'False' button for 'Show Deactivated Users.'
6. Pick a note type or select All.
7. Click View Report.

Recommended use

Use daily to ensure that your follow-up billers are managing claims post submission, payment, denial, and/or appeal.

This report is a great productivity check to ensure your follow-up billers are working their claims.