1. Overview
Purpose:
This report shows claims that have been created in a system but not yet submitted to the insurance company for processing.
Target Audience:
Billers, admin
2. Report Location
Navigation Path in System:
Reports >> Billing Reports >> Practice Reports >> Unsent Claims
3. Report Filters & Parameters
| Filter Name | Description |
| Include Claims with the following Procedure Codes | Restricts results to selected procedure codes |
| Location | Restricts results to one or more locations |
| Split By Master Physician | Restricts results to one or more resources |
| Split By Insurance | Groups the results by insurance |
| Limit by Insurance Carriers | Restricts results to one or more Insurance Carriers |
| Primary | Restricts results to Primary Insurance |
| Secondary | Restricts results to Secondary Insurance |
| Both | Results to include both Primary and Secondary Insurance |
4. Output Columns
| Column Name | Description |
| DOS | Date of Service |
| CPT4 | Procedure code |
| MOD1 | Modifier 1 |
| MOD2 | Modifier 2 |
| POS | Place of Service |
| TOS | Type of Service |
| DIAGNOSIS | Diagnosis code used |
| CHARGE | Charges for the specified procedure code |
| RECEIVED PRIMARY | Amount received from Primary insurance Carrier |
| RECEIVED OTHER | Amount received from insurance carriers other than primary |
| APPLIED FROM CREDIT BAL | Amount applied from credit balance |
| WRITEOFF | Writeoff Amount |
| BALANCE | Amount due from the Insurance Carriers |
| DUE FROM | Name of the Insurance Carrier where the amount is due from |
| TRANSACTION DATE | Date on which the charges are entered into in the system |
5. Report Grouping / Sorting Behavior
Sorted and grouped by Patient name, and sorted by Date of service
6. Export Options
Available for export in PDF, Excel and CSV format
7. Special Notes / Tips
- Shows claim details like Diagnosis code, Procedure code, Modifier, POS, TOS along with Charges.
8. Sample Screenshot
9. Version History
| Version | Date | Description |
| 1.0 | 2025-07-17 | Initial documentation created |
