Our Custom Excel Batch Report
When you submit a batch of appointment and insurance data to us (either by direct upload or automatically via an integration), we can process the data and return a custom batch report specific to your needs. This is a huge time saver for large practices who can easily glance at one place for all of their daily appointments, to identify copay and other information.
We can give you at a glance:
- Plan active status and details, Medicare HMO/PPO highlighted (with name), PCP Information (when available) and more.
- Copay, co-insurance, out-of-pocket, deductibles total/remaining.
- Specific specialty details (Examples: Are Vision service are covered, Physical Therapy visits allowed vs remaining, Home Health/Skilled Nursing (Medicare only), is Prior Authorization required, etc)
- Any exception notes our analysts have found to prevent denials from incorrect spelling or DOB.