Insurance Payments & Adjustments Gadget

Best used to: Understand how insurance payments and adjustments compare to one another on a daily and weekly basis.

Designed for: Administrators

Filters: Received or Entered Date; Last 7 Days, Last 30 Days, Last 90 Days

Drill Down: Includes ability to drill down by a specific date when viewing results within the Last 90 Days.

Details: Understanding the trends and ratio between your insurance payments and adjustments is crucial when gauging how effectively your office is billing. The Insurance Payments & Adjustments gadget provides an overview of how much is being paid versus adjusted including any refunds/reversals on a daily and weekly basis, allowing for easy assessment of your current billing goals and strategic insight behind the planning of new goals.

Drill Through: This report includes a direct connection to the Daily/Monthly Insurance Payments/Adjustments report.


  • Results only include payments that have been posted/saved. Unapplied ERAs are not included in this report.