Can I Export Third Party Billing Info?

I'm wanting a report that just has all of our third party billing information on it: Insurance Name, Address, Contact Phone, etc but I can't seem to find a report that runs just a list of who are Third Party/Insurance Companies are.... Can any one help? I don't want a list of clients associated with them, I just want the billers information.

Thanks!

Maryann Royes

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Posted 1 year ago

1 year ago

Timothy, Business Care Manager

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Hi Maryann. There is no way to export just third-party biller information using standard reports. A possible workaround is to export your entire patient list to Excel (Reports > Patient List > Export), which will include the following fields:

BillingName
BillingAddress1
BillingAddress2
BillingAddress3
BillingPhone
BillingFax
BillingWorkPhone

You can then use Excel tools to filter the results that include data in the above fields.

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1 year ago

Maryann Royes

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Thank you, Timothy! That will work just fine!!

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