In this article, you'll learn about our updates to:
- Provide an Accounts Receivable report
- Update the report generation statuses
- Enable automatic posting of received remittances
Patients Overview Report on Accounts Receivable
The report Patients Overview provides a summary of accounts receivable so you can initiate collections.
Note: you can access the patient profile or billing ledger from this report by clicking on the patient name or the Open Billing Ledger link.
To access the report:
1. Go to Reports then Patients Overview
2. Press +New Report
3. Select the date you would like to see data for
4. And click Generate
Please note that the report generation may take time depending on the amount of data being rendered.
Once the report has been generated, the status will display as Completed and the report can be downloaded.
Report Generation Statuses
Downloading a report may take some time, so we have updated our report statuses for more clarity.
Reports have 3 statuses:
1. Scheduled: the report generation is to be started
2. Processing: the report generation is in progress
Note: during the staged of Scheduled and Processing, you can cancel the report from being generated.
3. Completed: the report has been generated and can be downloaded as an Excel file
Automatic Posting of Received Remittances
We can activate the ability to automatically post the received remittances for your account. If you would like to automatically post all claims which are linked to an ERA remittance, reach out to support@remedly.com and we can activate this capability for your account.