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. Plan active status and details, Medicare HMO/PPO highlighted (with name), PCP Information (when available) and more. 
  2. Copay, co-insurance, out-of-pocket, deductibles total/remaining. 
  3. 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)
  4. Any exception notes our analysts have found to prevent denials from incorrect spelling or DOB.