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Find the data you need to strengthen and build your business.

Payers Report

Austin Written by Austin
... on a fabulous February day.

The Payers Report identifies all active third party bookings with the number of sessions attended and remaining along with useful information such as the Referrer, expiry date, claim reference number, etc.

What can you use this Report for?

This report is used to get a global overview of active Third Party Cases to track the number of sessions remaining and expiry dates approaching.

Use it to:

  • Prevent unpaid sessions by exceeding the approved amount.
  • Remind Providers or Clients to file a new claim or request more sessions if required.
  • Find cases or claims information.

Filters and Options

Below are the different filters and how they affect the report so you can generate a report with the right Data.

Filters Description
Date range Cases that have been modified within the timeframe
Location Location of the Client. Note: When selecting specific Locations, Clients available in ‘All Locations’ will be filtered out of the search results.
Statuses Status of the Case: Active or No Session remaining
Payer Select a specific payer to generate a list of all cases for this payer only

What is displayed in the report?


Column Description
Last Modified Date the Case has been modified for the last time
Payer Payer attributed to the Case
Referrer Referrer added in the Payer’s section (Not the referrer for Marketing purposes)
Case Manager Contact that has been added as the Case Manager in the Payer’s section of the Case (if applicable)
Client Client Name
Case Case Title
Referral Date Date of the referral added with the Referrer in the Payer’s section of the Case.
Date of Injury Date added in the Payer’s section of the Case (if applicable).
Expiry Date Date added in the Payer’s section of the Case (if applicable).
Reference Reference number added to the Payer’s section in the Case (if applicable).
Completed Bookings attributed to this Case and Payer, completed Services or Classes booked.
Approved Number of sessions approved that has been added in the Payer’s section of the Case (if applicable).
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