In order to generate a Utilization Report, please follow the steps mentioned below:
||You will need the Billing Claim Status Check administrative role to generate Utilization Report. For more information on assigning administrative roles and managing user privilege, click here.
- In the Billing tab of the Dashboard, click on the Utilization link in the Report row of the Professional Claim or Institutional Claim sections.
- On the Utilization Report page, select the criteria for the report and click on the ‘Generate Excel Report’ button when done.
For Monthly Utilization Report, users are required to enter a complete month as the Service Date range for generating the Monthly Utilization Report. Users will need to select an entire month to generate the report.
- You may either open the report using Excel or save it in your hard drive.
- The following screenshots display a typical Yearly Utilization Report and a Monthly Utilization Report respectively.