Advanced Reporting - Activity Report 

The Activity Report dashboard provides a snapshot of the Beginning Balance, Charges, Payments, Adjustments / Write-offs, and the Ending Balance for the selected month. The report also includes all of the same functionalities of the existing Activity Report with the addition of advanced filtering options and drilldown capabilities. 

RXNT's Advanced Reporting feature is exclusively accessible to practices with the advanced reporting license!

Viewing the dashboard

Click Reports.

Select All.

Click Activity Report under the Advanced Reporting section. 

Understanding the dashboard

The dashboard is organized into two (2) different tabs, the Summary tab and the Drilldown tab, that allow you to view information in a variety of ways.

In its default state, the dashboard will display data for the current month, and the data will be organized by various default parameters, all of which you have the ability to edit. 


Select a month

Select the month for which you wish to retrieve data. 

Group by

You can group the data in the grid by various criteria including, Billing Provider, Financial Class, Financial Class Responsible Party, Payer, Place of Service, Primary Responsible Party, Procedure Code, Rendering Provider, and Scheduling Provider. 

Encounter date type

Select the Encounter Date Type. Based on your selection, the data will change. For example, if you select “Service Date”, the data will show all charges with a service date within the selected month.  

Payment date type

Select the Payment Date Type. The payment date type will filter for all payments, adjustments, and write-offs with a payment date in the selected month. 

Unbilled encounters

Select Included if you want to retrieve data for unbilled encounters, and select Excluded if you prefer not to include data for unbilled encounters. 

Beginning balance

The Beginning Balance box displays the beginning balance of the selected month, which is always equal to the previous month's ending balance. 


The Charges box displays the total amount of charges for the selected month. 


The Payments box displays the total payments made during the selected month. 

Adjustments / Write-Offs

The Adjustments / Write-Offs box displays the total adjustments and write-offs made during the selected month. The total adjustment and write-offs are obtained from the payment information. 

Period end balance

The Period End Balance box displays the total ending balance for the selected month. The total ending balance is calculated using the following formula: Beginning Balance + Charges - Payments - Adjustments/Write-offs = Ending Balance. The ending balance for the current month will always be equal to the beginning balance of the next month. 


The grid offers an intricate analysis tailored to the chosen criteria. For instance, if you opt to group by Billing Provider, the grid will display the beginning balance, charges, payments, adjustments/write-offs, and the period end balance for each billing provider.


The Drilldown tab includes everything from the Summary tab except Beginning and Ending Balances, and introduces the ability to drill down into the details of each line item, as well as search for custom dates, and group by multiple parameters! 

In its default state, the dashboard will display data related to the Service and Posted Date for the current month, grouped by Payer and including all Billing Event Types. 

Date range and payment combination

You have the option to select any date range from the dropdown menu, such as Today, This month, the Last seven (7), Thirty (30), Sixty (60), or Ninety (90) days. Alternatively, you can enter a Custom date range.

Select how you’d like to fetch payments, either by the Posted Date or Payment Date. Encounters can be fetched by the Date of Service, Encounter Created Date, Batch Date, or Initial Billed Date. 

Number of encounters

This section displays the total number of encounters for the selected timeframe. 


This section displays the total charges for the selected timeframe. 


This section displays the total payment amount for the selected timeframe, which includes payments from Patient Funds.

Payments from patient funds

This section displays the total payments exclusively made from patient funds for the selected timeframe. 


This section displays the total adjustments for the selected timeframe. 


This section displays the total amount of write-offs for the selected timeframe. 


You can utilize the customizable filters located on the left to generate a summary view of your Activity Report. All line item details that make up the Summary section of the dashboard will be included in the Drilldown section below. Choose a section of the Summary table to delve into the specifics in the drilldown table. 

By default, the Summary grid includes the amount and number of line items for each section: Adjustments, Charges, Payments, and Write-Offs. If you’d like to remove either from the grid, make a selection from the “Measures” dropdown.  The grid can be grouped by one or multiple items, including  Payer, Place of Service, Primary Responsible Party, Procedure Code, Rendering Provider, Scheduling Provider, Encounter ID, or Financial Class. To group by multiple items, select the items from the dropdown in the order you’d like them grouped. For example, if you’d like to group by Payer then Procedure Code, first select Payer, then select Procedure Code. Use the three dots above the selected groups to expand all items in the grid, which is helpful when grouping by more than one parameter.


Once you’ve grouped the grid by your desired parameters, you can view all line item details in the Drilldown grid below, or select a specific section of the Summary table to dive into the specifics in the drilldown table.  

Use the Billing Event Type filter on the left to add/remove billing event types from the grid.

Learn how to utilize the features of selecting a timeframe, applying filters, and exporting data by clicking here!

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