How To Pull A Report To Show All Billable Services In Credible

Credible is a robust electronic health record (EHR) and practice management software designed to streamline healthcare operations. Managing billable services is a crucial aspect of healthcare administration, and Credible offers a powerful reporting feature that enables you to effortlessly track and display all billable services.

This guide will walk you through the steps to generate a comprehensive report showcasing billable services in Credible.

Step To Pull A Report To Show All Billable Services In Credible

Step 1: Accessing Credible

The initial step involves logging into your Credible account with your authorized credentials. Ensure that your account has the necessary permissions to access billing data and generate reports within the system.

Step 2: Navigate to the Reports Section

Once you’ve successfully logged in, proceed to the “Reports” section in Credible. This section is your gateway to various reporting options, allowing you to extract vital data from different aspects of your healthcare practice.

Step 3: Select the “Billable Services” Report

In the Reports section, locate the “Billable Services” report option. This specialized report is specifically designed to display all services eligible for billing. Click on this report to initiate the configuration process.

Step 4: Set Your Filters

Before running the report, it’s essential to apply specific filters to refine your results. Key filter options include:

• Date Range: Specify the desired time frame for which you wish to view billable services. Options include selecting a specific day, week, month, or defining a custom date range.
• Provider: If you want to focus on services provided by a particular clinician or provider, select their name from the provider list.
• Service Type: To distinguish between different types of billable services, filter the report by service type. This is particularly useful in multi-specialty practices.
• Patient: For a patient-specific view of billable services, choose the patient’s name from the patient list.

Step 5: Generate the Report

Once you’ve configured your preferred filters, click the “Generate” or “Run Report” button. Credible will compile the data based on your selected criteria and generate a report listing all billable services that match your parameters.

Step 6: Review and Export the Report

With the report now generated, carefully review the results to ensure they accurately reflect the billable services you seek. Credible typically provides options to view the report on-screen or export it into various file formats, such as PDF or Excel, for further analysis or record-keeping.

Step 7: Follow-Up Actions

After pulling and reviewing the report on billable services, you may need to take specific actions based on the findings. These actions may include:

• Verification: Confirm that all billable services have been accurately documented in the system.
• Claim Submission: Preparing and submitting claims to insurance companies or third-party payers based on the billable services rendered.
• Error Resolution: Identifying and addressing any discrepancies or errors in billing data promptly to prevent billing inaccuracies.