Billing Hold Report


Billing Hold


The Billing Hold Report allows you to see ANY case policies where a Billing Hold (Hold HCFA) was selected in a Patients Insurance Policy to stop ALL HCFAs from being generated on a case.


Patients where a hold HCFA status was placed on a specific charge in a patient’s case to stop a HCFA from getting generated for that specific charge only.

Billing holds will remain until the billing hold is removed.





To Generate the Report


Under Reports

Billing Hold

Select Date Filter:


CoAction Will default to “Everything before Today” but, you have several options to choose from.

Range of Days, Day, Week, Month, Quarter, Year, Everything before today and Everything After a specific time frame.





Sample Report

The Report is split into 2 categories. Case Policies and Charges

Each section will show the Patients Name and Case Description.

The Case Policy displays the insurance payer the patient is attached to and policy date.

The charges area shows the charge CPT code/Description and Appointment Date



To Download/Print a Report

All reports will display a toolbar 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 walkthrough.


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