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.