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Unfinalized Insurance Payment Report  

The Unfinalized Insurance Payment Report lists insurance payments that have not been finalized.

Note: If you have unfinalized payments from today, you will get prompt to open this report upon entering the Standard Reports.

  1. In the main menu, click Reports, Standard
  2. In the Daily section, click Unfinalized Insurance Payments.

  1. Type: Select the type of insurance payments you would like to display.
    • All: All unfinalized insurance payments.
    • Partial Payments: Batch insurance payment not finalized.
    • Unfinalized Claim: Single claim missing insurance payment.
  2. Clinic: If using clinics, select the clinic to filter by.
  3. Carrier: Narrow list down by insurance carrier.
  4. Refresh the list to apply changes.
  5. Print or Export the report.


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