Provider Summary Report

This report provides information that you can use to review information about individual providers. For each provider, you can view the number and type of visits, the number and type of timed units, charges, payments, and adjustments for the visits, and other information. The information can be manipulated by a designated time period and can be broken down by location. The average payment for fully-paid visits is generated to reflect a provider’s productivity. This report can be used to:

  • Review, per provider or location, the timed units and average payment within an insurance class
  • Determine if a provider’s timed units per visit are low

Accessing the Provider Summary Report

Open the Reports menu, followed by Provider Reports, and select Provider Summary.

Provider Summary Report

To run the report, a selection must be made for each item.

Provider Type

  • Treating: The data will generate based on who treated the patient. This could refer to an assistant.
  • Billing: The data will generate based on the provider that the charges were billed under. A billing provider is a person credentialed or authorized to have medical claims sent on their behalf for this patient and payer. This could be the same as the Treating provider.

Summarize By

  • Location: The provider number will be displayed under each location that they performed the treatment.
  • Provider: The provider number displays on one line with the provider’s name and includes all locations where treatment was provided.

The results are displayed after selecting Run Report.

Note: If the Credential field is blank for a provider, it's an indication that the provider's setup has not been fully completed.Send the missing information to

Column Descriptions

Columns listed below with a blue background can be double-clicked to display more detailed information.

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