Summary
The Provider Line Item Report shows patient payments and collections by provider and by payment type (line item)—e.g., copay, coinsurance, patient balance. You get two tables in one file, a summary (by provider and line item, with patient paid, fees, and net received) and a raw view (transaction-level detail: transaction ID, patient, facility, date posted, provider, line item, amounts). Date filtering is by Date Posted (when the payment was posted). Use it for provider productivity, compensation, or reconciliation by provider and payment type.Notes
- Date Range Type is Date Posted only.
Filters Supported
- Date Range Type: Date Posted
- Start Date / End Date
- Providers
- Report Format (CSV or XLSX)