Viewing Submitted Sessions

1. Go to cp.checkpointehr.com

 

 

2. Select the "Reports" menu- Claim/Financial Reports- Claims Accounting.

 

 

3. Find the filter "Session Status" located in the middle column about halfway down. Uncheck "Incomplete" and "Billing Ready" and select "Billed", "Rebilled" and "Processed". 

 

 

4. Enter other filters as necessary. For example, use the filter "Submitted Date" if you wish to get a report of claims submitted on a certain date.

 

 

5. You may also wish to select some summary options on the righthand side such as "Service" or "Billing Code". Select those now.

 

 

6. Instead of setting filters in the middle you can use the Quick Settings on the bottom right to set the filters for you. Simply click on an option and the filters will change.

 

 

7. Once the filters are set, click "Run Report" at the bottom. 

 

 

8. The report will generate and have a few different viewing options. First, if you wish to view the report in excel, click Export.

 

 

9. Click on the double-sided blue arrow to expand the report and view more information.

 

 

10. Scroll to the bottom and you'll see any summaries select on the prior page.

 

 

11. Still need help? Reach out to us at [e-mail].