NextGen Knowledge Center

Configure Payer Filter

The Payer filter enables you to define the criteria to narrow down the data by payer name in the Claim Status report.

  1. Open the Configuration Options list for the Claim Status report and select Payer.
    The Payer window opens.

  2. To select specific filter items, click the folder icon.
    The item selection window opens.

  3. To add filter items, select the items in the Available section, and then click the right arrow button to move the items to the Included section.
  4. To remove filter items, select the items in the Included section, and then click the left arrow button to move the items to the Available section.
  5. Click OK.

  6. To exclude data from the report that match the selected filter items, select the Exclude ALL data equal to the selected records check box.
  7. To clear the selected filter items, click Clear All.
  8. Do one of the following:
    • To further customize the report, select the desired filter from theConfiguration Optionslist.
    • To generate the report using the current configuration options, selectRefresh Report.
    • To memorize or save the current configuration options for the report, selectSave Report Options.
    • To close the configuration options window, selectClose.
Configure Payer Filter