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New: Insurance Invoice Summary Report
New: Insurance Invoice Summary Report

09/21/2020 - Report of compilation of invoices to send and export it to their affiliated insurance companies

Blanca Montes avatar
Escrito por Blanca Montes
Actualizado hace más de una semana

What you need to have?

  • A Patient Account created with an insurance associated and added charges.

What you can do?

Search and Export the report into a document

  • Before export the document is important to filter by date and Insurance

Send report to email

  • Before send the report is important to filter by date and Insurance

  • To send the report to more than one email, you can separate the mail adresses with a coma

See history log of emails sent

  • Before see the log history, the document is important to filter by date

  • To see the log of an specific insurance make sure you filter by the insurance you want to see the log.

  • To see the log of all the insurance you have sent a report, make sure you don't filter by any insurance.

We hope this improves your Cirrus experience. Remember to share this information and ask for help if you need it.

Date: September 21, 2020

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