Overview

The Claim Submission Summary Report provides a summary of claims submitted during a selected date range. The report helps practices analyze claim submission activity by payer, rendering provider, submitter, or service location, including the number of claims submitted and the total charges associated with those claims.

Users must have the appropriate permission to access this report.

You can search, sort, paginate, and export the report results in CSV, PDF, or Excel format, similar to other reports.

See Also

Working with Reports — Learn how to access reports, manage permissions, and use common features such as search, export, and zoom.

Step 1: Accessing the Claim Submission Summary Report

To access the Claim Submission Summary Report:

1. Select More from the left sidebar.
2. Select Reports.
3. In the Report dropdown, select Claim Submission Summary Report.
   

Step 2: Using Report Filters

Use the following filters to define the claims included in the report:

Submission Start: Select the start date for the claim submission period. By default, this is the first day of the current month.

Submission End: Select the end date for the claim submission period. By default, this is the current day of the current month.

Group By: Select how you want to group the claim submission data:

• Payer
• Rendering Provider
• Submitter
• Service Location
  

Step 3: Running the Report

After selecting the desired filter options, click the Run Report button. The report is generated and displayed based on the selected grouping.

The report is sorted first by the selected grouping and then by submission date in ascending order.

When you run or export the report, it includes the following columns:

1. Payer: The destination payer associated with the submitted claim.
2. Rendering Provider: The rendering provider associated with the submitted claim. If a rendering provider is not specified on the claim, the billing provider is used.
3. Submitter: The user who submitted the claim.
4. Location: The service location associated with the submitted claim. If a service facility location is not specified as required on the claim, the organization name associated with the billing information is used.
5. Claims Submitted: The number of claims submitted for the corresponding payer, rendering provider, submitter, or service location.
6. Charges: The total charge amount associated with the submitted claims for the corresponding payer, rendering provider, submitter, or service location.
7. Total Claims Submitted: The grand total number of claims submitted during the selected date range.
8. Total Charges: The grand total charge amount for all claims submitted during the selected date range.
9. The Total Claims Submitted and Total Charges values appear in the bottom row of the report.
   

FAQs

What can I group the report by?
You can group the report by Payer, Rendering Provider, Submitter, or Service Location.

What is the default submission date range?
The Submission Start date defaults to the first day of the current month, and the Submission End date defaults to the current day of the current month.

How are charges calculated?
Charges are calculated by summing the charge amounts included in the submitted claims.

Do payer rules affect the information displayed in the report?
Yes. The report reflects claim submission data after applicable payer rules have been applied. For example, if a payer rule replaces the billing provider on a claim, the updated provider information appears in the report.

Need Help?

For further assistance, contact:

📞 Phone: 443-203-5857
📱 Text: 866-301-0085
📧 Email: ticket@icanotes.com
💬 Chat: https://app.icanotes.com

Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained herein is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.