We added a new report to Cirrus where we can visualize the list of invoices generated in a period of time, about a specific business partner or insurer. With this report we will be able to follow up the payment claims to the insurers and validate that all the charges per contract were included.
See here how to generate this report, called Invoices Summary Report.
Go to the Invoices Summary Report window.
In Search Panel, enter any of the following details :
TPA Company
Company (major)
Minor Company that belongs to such Company.
Document Date range
Invoice no.
We suggest to you to only fill TPA Company and Company details to view every document generated during the selected document date range.
Click search.
4. You will see the invoices that meet these parameters on Search Results. Click on printer icon to download this report as a PDF document :
The report will look as in the example :
We hope this improves your Cirrus experience. Remember to share this information and ask for help if you need it.
Date: March 18th, 2024.