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Tebra Help Center

About Payments Reports

Use the Payments reports to view information about payments received and posted; as well as information about missed copays, adjustments, and denials.

These reports are located in the Payments section of the Reports menu, and include:

  • Payments Summary - This report provides a summary of all payments, summed by payment type, received over a period of time.
  • Payments Detail - This report provides a detailed list of payments, grouped by payment type, received over a period of time.
  • Payments Application Summary - This report shows a summary of payment applications over a period of time.
  • Unapplied Analysis - This report shows an analysis of the unapplied balance on payments.
  • Adjustments Summary - This report shows a summary of adjustments over a period of time.
  • Adjustments Detail - This report shows a list of adjustments over a period of time.
  • Denials Summary - This report shows a summary of denials over a period of time.
  • Denials Detail - This report shows a list of denials over a period of time.
  • Payer Mix Summary - This report shows the payer mix over a period of time.
  • Contract Management Summary - This report shows an analysis of average and expected allowed and payment amounts by primary insurance.
  • Contract Management Detail- This report shows a list of allowed and payment amounts by primary insurance.
  • Payment by Procedure - This report shows the average reimbursement by procedure code over a period of time.
  • Missed Copays - This report shows a list of encounters for which the patient did not pay the copay required by the primary insurance.
  • Payments Application - This report shows detail information about how an individual payment from an insurance company, patient or other payer has been applied to charges.
  • Payment Receipt - This report provides receipt for payment made.
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