The Open Applications Report is a great tool to re-engage patients who have not completed the application process and encourage conversion to an active payment plan
To run this report;
- Log in to the provider portal
- Navigate to the Reports tab
- Select the report titled Open Applications
- Enter the date range you wish to view
To search any column, simply enter keywords in the responsive search bar or under each column header.
- To export the report, simply click download to view it in Excel
To better understand the status column, see the article Understanding Account and Payment Plan Status