PPS: Billing Reports

This video provides a quick overview of the Billing Reports. To download the documentation that provides a quick overview of the Billing Reports, please scroll down to the bottom of the page.


Valant allows users to generate and view a variety of reports that relate to the billing process. Based on the configuration of your EHR, all reports described below may not be available. For more information contact our Support Team.


To access Billing Reports click on Reports | System Reports and open the Billing drop down menu in the new tab:

Available Billing Reports and their meanings:

Adjustment Breakdown: This report will list all adjustments over a given date range.

Audit Log-Billing: This report provides a list of all charges created, modified, or deleted, and which user performed the action.

Audit Log-ERA: This report lists all of the transactions associated with a given ERA file that have been applied to the system.

Charges: This report provides a list of charges, their description, and the amount. This report can be filtered by patient, facility, provider, among other items.

Claims Submission: This report provides a complete list of claims that have been submitted electronically as well as a list of paper claims that have been marked as printed after creation.

Combined Aging: This report combines the Patient Aging and Insurance Aging reports together into one single report.

Deposits: This report provides a list of cash or check payments.

Fee Schedule – Appointment Productivity: This report calculates expected charges for scheduled appointments based on fee schedules (or default charges).

Fee Schedule – Outstanding Charge Productivity: This report calculates expected payments for existing transactions for which a payment has not yet been posted; based on fee schedules (or default charges)

Fees: This report provides a complete list of the practice’s fee schedule per transaction code.

Guarantors to Patients: A report that lists guarantors and their patients responsibility.

Insurance Aging: The report provides a list of outstanding insurance claims where a payment has not been posted. This report can be sorted by aging bucket to include/exclude claims of a certain age.

Insurance Aging Summary: This report provides a list of outstanding insurance claim balances sorted by Insurance Company. This report is useful for seeing which payers have the highest unpaid claims balances.

Insurance Authorizations: This report provides a list of authorizations and it is sorted by the Insurance Company that has issued them.

Insurance Summary: This report displays a list of patients that can be sorted by insurance company. This report will also display copay and visits remaining for each patient.

Itemized Cash Payments: This report provides a detailed list of all cash payments and the report can be sorted by date range.

Outstanding Transactional Copays: This report displays all information pertaining to the patient balance for each transaction. It is useful for comparing patient payment amounts to the listed copay on a charge after the balance is zero or negative.

Patient Aging:This report provides a list of outstanding patient responsibilities where a patient payment has not been posted. This report may be sorted by aging bucket to include/exclude responsibilities of a certain age.

Patient Aging Summary: This report shows total accounts receivable for each patient.

Patient Copays: The report provides a list of copayments by CPT code when the optional Copay Schedule is enabled.

Payment Break Down: This report provides a list of ALL payments of ANY kind.

Payments, Refunds and Adjustments: This report lists all patient and insurance payments, refunds, and adjustments by both amount and as a percentage of total. Payments, Refunds, Credit Adjustments, and Charge adjustments will each have a separate page.

Pending Insurance Claims: This report provides a list of transactions that have not had a claim submitted electronically or been marked as printed, yet.

Pre-payments: This report lists all pre-payments and pre-payment transfers for a specified date range.

Productivity: This report can be used as a guide to the amount of revenue generated per provider.

Productivity by Insurance: This report shows generated revenue categorized by insurance company.

Productivity by Insurance Details: This report shows generated revenue and is broadly categorized by insurance company and further categorized by transaction code within each insurance company section. This report includes charge and payment information both as amount and as percentage of whole.

Productivity-Estimated: This report shows a list of future charges that have not been created yet, but will be if the appointments are recorded as complete.

Statement Delivery: This report lists the method by which a statement was delivered to a patient.

Transaction Journal: This report shows a list of all transactions for each patient and it includes those billable to insurance.

Transactions: This report shows a list of all transactions for each patient, but it cannot be filtered by Insurance Company.

Unassigned Payments: This report provides details of payments processed in an ERA file, but we listed as unassigned. Merge.

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