View the Remit Summary Report

The report is used to identify areas of improvement for an organization.

  1. Select the eStatus tab.
  2. Select Remittance from the Reports tab.
  3. Select Remit Summary and Trend Reports .
  4. Select Remit Summary.
    The report displays with default search criteria data displaying.
  5. Select Filter Options to enter specific search criteria.
  6. Optional Select Advanced Filter to further refine the search criteria.
  7. Select Filter.
    Records matching the entered search criteria display.
  8. Select Modify Aggregator to edit or re-order the aggregators.
  9. Select OK to save changes to aggregators.
    Records matching the entered search criteria display.
    note: Hovering over the Patient Responsibility column shows the deductible and coinsurance amounts.
  10. Click a result in the first column (the first aggregator) to drill down and view more data from each aggregator.
    note: Hovering over Scenario results displays the ToolTip with an explanation of the Reason and Remark codes.
    If there are four aggregators: Payer, Group, Category, and Scenario, selecting a payer in the first column will then show the Group results for that Payer. Selecting a Group from the column then shows the Reason Category for that Payer and Group, etc.
  11. Select a result in the Count column to view the Claim Detail List.
  12. Select Export to download grid results.