Your practice can access detailed reporting on all funding and settlements directly through the Provider Portal. These reports help you reconcile payments and manage your practice’s records with ease.
Accessing Statements
To view your settlement data, navigate to Provider Transactions on the left-hand menu.
Customizing Your Report
Date Range: Use the calendar icons at the top of the page to select a specific timeframe for your search.
Filters: Apply filters to narrow down the data by specific transaction types or statuses.
Exporting: Once you have the information you need, you can print the report or download a CSV file for your own record-keeping and accounting software.
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