Billing Provider Case Report


Bill Provider Case


The Bill Provider Case Report allows you to see Patient Case Balances/Credits in CoAction.

Case Balances are broken down by Patient and Payer Balances

This is the ONLY Report in CoAction that reflects Credits.

This Report is ran by Assigned Provider.

Any Patient under the Unassigned area does not have an Assigned provider selected in their Patient file, Patient info tab.



To Generate the Report


Under Reports


Bill Provider Case


Select Filters:



  • Providers: CoAction will default to All Providers but, you can select a specific Assigned Provider/s to see their cases only. (Assigned Provider is attached in patient file > Patient info tab > Assigned Provider).
  • Case Classification: CoAction will default to All but, you can select a specific case type you are working with. (Case types are added into Admin > List Manager> Case Type and Linked to a patient in their patient file> Patient Case tab, Case type drop-down).
  • Case Status: You have 3 case status options. Active, Pending Settlement and Closed. CoAction defaults to having ALL selected. But, you can select or deselect any of the options. (Case status is selected in Patients file > Case tab > Status).

To select Multiple providers or case types, hold down the CTRL button.




Sample Report

You will see the Patients name, Address, Case Description (Written in Case Description area of the Patients Case Tab), Case Classification (Case Type), Case Status, Patient Balance, Payer Balance and Total Case Balance.

Anything displayed in ( ) under the Totals, is a Credit reflecting in the case.




Mailing Labels:

You can create mailing labels for patient generated on the report by selecting the mailing label button at the bottom right of the report.


To Download/Print a Report

All reports will display a tool bar at the top of the page when generated.

You will be able to Print and Export the document. You will see the Red Circle is highlighting the Print button and the Red Arrow is pointing to the Export options. X=Excel, A=Adobe and W=Word. 



Training Video Reference

Please keep in mind, this is an old training video and may not provide a full explanation but, is provided for a visual walk through.

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