Automated Financial Analysis at Claim Level


This report is helpful to,

  • Schedule Financial Analysis report with preset Date ranges including Today, Yesterday, Month to Date, Last Month and many more

Summary financials (Charges, Payments, Adjustments, etc) with preset dates (Last Month, YTD, etc) that can be scheduled

This eBO report works as Financial Analysis at Claim Level Report (364). It can be used to automate any of the views created from this report such as the Day Sheet Summary or Charge-Payment Summary reports. This can save a practice a tremendous amount of time at month end since most of the monthly reports that practices use are based off of the Financial Analysis at Claim Level Report.