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How To Create a 100% Payer Adjustment Report

posted Jan 4, 2017, 12:45 PM by Angelique Belot   [ updated Feb 13, 2017, 4:32 PM ]
A report like this can easily be created using an existing report such as the Daily/Monthly Insurance Payments/Adjustments report by adding a Static filter for the Insurance Payment Amount & Insurance Adjustment Amount

Note: Results may vary depending on the report you choose to build a template off of. If you require more customization on your report feel free to submit a Custom Report request. 

Follow the steps below to create this report using the Daily/Monthly Insurance Payments/Adjustments report template:


Create the Report From an Existing Template

  1. Go to the Report section and click on the Central Business Intelligence tab.

  2. Click on the Report Builder tab > Build > From Template.


Add the Static Filters

  1. When the report contents are displayed, using the Field Search, search for the following fields:

    • Insurance Paid Amount

    • and Insurance Adjustment Amount

  1. Once you’ve located the fields, drag and drop both fields into the Filters pane.

  1. Hover your mouse over the Insurance Adjustment Amount field and complete the following actions:

    • Right click on the field name and select Filter Type > Static.

  • When the dialog window opens, click on the Insurance Adjustment Amount drop-down menu and select Greater Than.

  • Next, in the field provided enter $0.00 and click OK.

  1. Hover your mouse over the Insurance Paid Amount field and complete the following actions:

    • Right click on the field name and select Filter Type > Static.

  • When the dialog window opens, click on the Insurance Adjustment Paid drop-down menu and select Equals.

  • Next, in the field provided enter $0.00 and click OK.

Save the Report

  1. Enter a Report Title, select a Report Category, and enter a Report Description (if applicable).

  1. When you’re satisfied with your changes click Save.

Run the Report

  1. Next, click on the Report Viewer tab to locate the report you just created.

  2. Double click on the report, enter your search parameters and then click OK to run the report. Your report should like something like this: