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Generating Billing Reports

To generate a billing report, simply open the Billing Menu option.

At the top of the screen are several options to format your billing reports. You can filter the billing by date, using the start and end date dropdowns.

Start and end dates


On the right hand of the report header, there is an options to select from pre-defined report formats. These include:

Report Formats


Active Claims

Billing entries currently unpresented to the telehealth payment provider.


Claims By Billing Code

Active claims ordered by billing code.


Daily Claim Summary

Cumulative billing entries grouped by date and output as total calls, duration, billable amount and relevant taxes.


Period Summary

Telehealth billing in a given time range as a cumulative summary report.