RB User Guide > Reports > Insurance Billing

Producing insurance billing reports

RB9 only

This report lists each invoice billed directly to an insurance company (or other third party), grouped and subtotaled by client and insurance company.

  1. Set parameters

    1. Reports > Insurance Billing

    2. In the Search By pane, specify the following search filters:

      • *Post Date From/*Post Date To

        Required. Enter an invoice date range. See Date Navigator. Default is today. Invoices posted for the specified period will be summarized.

      • Bill To Parent Firm

        Leave blank unless you want to analyze the third-party billing for (subsidiary) firms that belong to a particular parent firm.

      • Bill To Firm

        Leave blank unless you want to analyze the third-party billing for a particular firm.

      • Billing Rate Group

        Default is ALL. To limit which groups to search, click lookup button (see Lookup panel). Billing Rate Groups are set in Lists > Accounting.

      • Business Units

        Profit centers or parts of your business you track separately. Default is ALL. Click lookup button to restrict search to invoices tied to specific BUs (see Lookup panel). BUs are set in Business Units.

  2. View results

    Click search button. RB9 lists all of the invoices that meet the specified search condition(s) as a report, and includes a grand total page at the end of the report. The search criteria used to generate the report appear at the bottom of each page of the report above the timestamp.

  3. Export/print results

    Export the report to save it and/or edit it in another application, or print it. See Printing invoices, statements & reports.
BEST PRACTICES

When insurance companies ask for a report that breaks down their invoices by law firm and attorney, provide this report.

Reference
Step-by-step instructions