Unfinalized Insurance Payment Report

In the Main Menu, click Reports, Standard. In the Daily section, click Unfinalized Insurance Payments.

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

Note: Any unfinalized payments show in parentheses in the Reports dropdown, e.g. Unfinalized Payments (3).

Type: Select the type of insurance payments you would like to display.

Clinic: Select the clinic to filter by.

Carrier: Narrow list down by insurance carrier.

Click Refresh to update the list. Click Print to print the report. Click Export to save the results as a txt or xls file.