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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:

  1. Patients with inactive coverage
  2. Copay information
  3. Deductable
  4. Any exception notes our analysts have found.