This report can be used to check the accuracy of any employee that posts payments. You will need access to the corresponding EOBs and ERAs to perform quality checks.
To run this report:
- Navigate to Management > Global Reports > Payment Productivity.
- Indicate the Company, Practice, and Location if needed.
- Change the By drop-down from "deposit date" to posting date.
- Enter the desired From and Through Date.
- Optionally, select an individual to audit from the Posted By drop-down.
- Click Run Report.
- Locate the desired user in the Posted By column and double-click the Deposit Detail field.
- Randomly select entries to audit. Compare the payment details to the EOB or ERA.