Charge Audit Summary

The Charge Audit Summary displays all charges entered in WebPT Billing during the time period selected, regardless of current status. 

Accessing the Charge Audit Summary Report

1.  Navigate to the Charges menu and select Charge Audit Summary.
   
2. Complete the required and desired fields to generate the report. Then click Search.
   1. The Company defaults to the company you’re currently logged into. Use the drop-down menu to select a different company.
   2. Narrow report results by selecting a Practice and Location. Otherwise, leave these fields set to all. 
   3. Select the Date Type, by Posting/Created Date or Date of Service. 
   4. Select a Date Range (the date range cannot exceed 31 days). You can enter today’s date by typing 00 in the date field.
3. Results display below for each Date of Service.
4. To drill down into Patient details, click on the arrow in the Company column for each patient in the list. This will display the CPT Codes charged to the patient for that Date of Service with Units, Amount Charged, Billing Provider, Treating Provider, Location, Primary/Secondary/Tertiary Insurance, Diagnosis Codes, and Patient Status.

   

   Note: With this report, you have the ability to group, drill down, sort, and filter information to get to the key metrics that are important. To review, see: How to Use Reports.