How to Create an Insurance Adjustment Report
There are a couple of ways to create the Insurance Adjustment Report.
- Navigate to the report by going to Payers > Select a Payer > Billing Write-Off Report
- Billing > Write-Off report
To create a report, filter for the information needed and click the green Create Report button.
Viewing Your Insurance Adjustment Report Results
The insurance adjustments report can be viewed below the Create Report box.
You can click on specific totals in your report to learn more about a charge. By selecting the charge in the report, you can see information about the charge, including date of charge, patient, type, primary payer, rate, insurance amount, insurance paid, insurance adjustment, and insurance status.
When selecting the Insurance Amount, the Appointment Dialog will open to the Billing tab, showing the rate, patient amount, status, modifiers, and more.
How to Export Your Report
You have two options to export your report. In the upper right corner of the report, you'll notice an option to Export as a Spreadsheet or Save/Print as PDF.
When selecting Export as a Spreadsheet OR Save/Print as a PDF, you’ll see a brief dialog saying, “TherapyNotes is preparing your document.” This dialog will close, and the spreadsheet will be available in your download folder.