Insights: Bill Status
The Bill Status report offers an overview broken down by individual bills, including essential details such as creation date, Bill ID, practitioner, Client ID, client name, bill status, and payment amounts. It helps you quickly monitor billing workflows and track payment progress across your practice.
👀 If you don’t see the Bill Status report, your permission settings may need to be updated. Please check with your system administrator to review and adjust your access.
In this article:
- Bill Status Report Contents
- Using Report Filters
- Sorting by Column
- Downloading Bill Status Data
- Frequently Asked Questions
- Related Resources
Bill Status Report Contents
The following information is displayed on this report:
| Field | Definition |
|---|---|
| Date | The date the bill was created |
| Bill | The unique identification number for the bill |
| Practitioner | The practitioner assigned to the bill |
| Client | The client associated with the bill |
| Client ID | The client's assigned internal identification number. (Note: This column only displays when Manage Internal IDs for Clients is enabled under Account Settings > Clients.) |
| Status |
The status of the bill: • Complete: The bill has been fully paid by the client and/or the insurance payer • Open: The bill has been created but has not been fully paid by the client and/or the insurance payer |
| Total Amount | The total amount of the bill |
| Client Paid | The amount paid by the client toward the bill |
| Insurance Paid | The amount paid by insurance toward the bill |
Using Report Filters
Use filters to narrow your view and focus on specific billing data. To adjust the timeframe, filter on date fields using the drop-down menu of common periods, or select specific start and end dates. Additional filters let you refine results by practitioner (Members), client name or Client ID, and bill status.
Sorting by Column
Select most column headers to sort data in ascending or descending order.
For example, sort by Date to organize bills chronologically, by Client to group alphabetically, or by Bill Status to group bills by payment status.
Downloading Bill Status Data
To the right of the filter options, you can download the report as a .csv file by selecting the Download button. The exported CSV includes all displayed fields, including Client ID. You can exclude specific parts of the data as needed by filtering the report before selecting Download.
Frequently Asked Questions
Why don't I see the Client ID column or filter in my report?
Client ID columns and search capabilities are hidden if Manage Internal IDs for Clients is turned off. An account administrator can enable this feature under Account Settings > Clients.
Can I download billing data for a specific date range?
Yes. Set your desired date range filter before selecting Download to export only the data within that timeframe.
Related Resources
For more information about billing and Insights reports, check out these resources: