Can I Export Third Party Billing Info?

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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!
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Maryann Royes

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Posted 4 weeks ago

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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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Maryann Royes

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