serenity-health / roadmap

Public roadmap for development of Serenity's apps reported by our community of users
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ops/update claims report (patient invoice detail) #53

Closed chris-dare closed 2 years ago

chris-dare commented 2 years ago

Tell us about your request! Finance team needs some filters on the claims report. Please build these in.

Which app does this concern? Provider portal

What will be benefit of this improvement? Finance team can search and retrieve information more accurately in order to reconcile credit payments.

Describe the solution you'd like Add filters to the BI report for the following fields:

  1. Date bill was raised (range filter)
  2. Payer name

Describe alternatives you've considered Once downloaded as an excel sheet, the report can be filtered by the necessary categories

Additional context N/A