Payment & insurance report with filters

Feature Request: Payment & Insurance Report Filters

Add a report for Payments and Insurance in Upheal where practices can filter, sort, and review payment and insurance information based on specific criteria.

Requested filters:

• Date / Date Range

• Session Date

• Payment Date

• Insurance Payer

• Provider / Clinician

• Client

• Payment Status – Paid, Pending, Unpaid, Denied, etc.

• Claim Status

• Payment Type – Insurance, Client Payment, Copay, Deductible, Coinsurance, Self-Pay, etc.

• CPT / Service Code

Information to include in the report:

• Client name

• Provider/clinician

• Date of service

• CPT/service code

• Insurance company

• Amount billed

• Insurance allowed amount

• Insurance payment

• Client responsibility

• Copay

• Deductible

• Coinsurance

• Client payment received

• Remaining balance

• Claim/payment status

• Date payment was received