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Support #10208

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Insurance Tracker New Report. Column addition, Data change, Filter addition

Added by Sevana Hospital 2 months ago. Updated 27 days ago.

Status:
New
Priority:
Low
Assignee:
Start date:
11/20/2025
Due date:
% Done:

0%

Estimated time:

Description

1. Need a new column to show UTR number titled UTR between Settlement Date and Received Amnt columns.
2. Update Received Amnt to Received Amount, Partially Paid Amnt to Partially Paid Amount, Discount Amt to Discount Amount.
3. Transaction Date (Date on which we received payment) should be the data in Settlement Date column. Be cautious about Search by Settle Date checkbox function. Hope it will auto update to new data in Settlement Date column as mentioned above.

Insurance Settlement input fields

URGENT
4. Need new column to show unsettled advance between named Unsettled Advance between Patient Amount and Claim Amount.


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clipboard-202509271211-qvqtv.png (31.9 KB) clipboard-202509271211-qvqtv.png Insurance Settlement input fields Sevana Hospital, 09/27/2025 06:41 AM
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