Insurance Payer Mix Report
V
Vishal Kuber
Updated: Apr 25, 2025
Description
Click through a step-by-step, interactive demo walkthrough of Drchrono, powered by Supademo.
Steps
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Step 1
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Navigate to Billing > Insurance Payer Mix Report.
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Date Type allows you to select the type of information you are requesting.
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Filter Date allows you to select the time period for your report.
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Billed to allows you to select which type of claim to include on the report.
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The Insurance option allows you to filter one, a few, or all insurances.
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Billing Code allows you to filter on one, several or all billing codes.
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The Provider tab allows you to filter on one Provider, multiple Providers, or all providers associated with an office.
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The Office option allows you to filter on one office, multiple offices, or all offices.
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The Group By filter allows you to select how to sort and display the information.
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The Sub Group By filter allows the information to be sorted within the primary sort.
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The Tertiary Group By filter allows the information to be sorted within the primary and sub group sort.
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The Include Future Appointments will allow you to include or exclude these appointments from the report.
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Pressing in the top right corner will allow the options to maximize the screen or to export the data.
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The Details tab will provide specific information that meets the criteria set.
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Pressing on the column headers will provide options to sort and freeze columns.
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Options to maximize the screen, sort, and export the information are located under the three vertical dots.
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The Graph tab will display the information in a graph format.
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