Starting Wednesday, November 4th, 2026, A new Denied/Left Open Claims Report is now available. The report offers separate Denied and Left Open views with expanded claim, payer, provider, and encounter details, including claim events and rejection status information. Report data refreshes every 2 hours.

The Denied/Left Open report provides a detailed view of claims that have been denied or remain open, helping users monitor claim status, identify issues requiring attention, and support timely follow-up and resolution. The report is organized into two separate views: Denied and Left Open, allowing users to review each category independently and access relevant claim information.

Each view includes expanded details across multiple areas, including claim, payer, provider, and encounter information. These details provide greater visibility into individual claims and help users understand the context surrounding each claim's current status. The report also includes claim event history and rejection status information, offering additional insight into claim activity, processing outcomes, and potential issues that may require further investigation.

The report refreshes automatically every two hours, ensuring that users have regularly updated information to support claim review and monitoring.

Accessing the denied/left open report

To access the report, click Reports, and select All.

Click Denied/Left Open Report under the Revenue Reports.

After selecting the Denied/Left Open Report, you will be directed to the Report Queue, where several report parameters are prepopulated with default values. Review these settings before generating the report. You can update the applicable fields as needed to match your reporting requirements.

The following required default values are displayed:

Report Type: Denied/Left Open Report
Encounter Date Type: Service Date
Report Name: Denied/Left Open Report, followed by the current date and time. This name can be modified as needed.
Report Period: Custom. This setting can be updated to reflect the desired reporting period.
Date To: Defaults to today's date and can be changed to specify the desired end date for the report.

After reviewing the default settings and making any necessary adjustments, enter the Date From to define the start of the reporting period, then click Run Report to submit the request.

The Denied/Left Open Report will be added to the Report Queue, where its status will progress from Pending to In Progress while the report is being generated. Once processing is complete, the status will change to Completed, indicating that the report is ready for review. Click View Report to open the report.

Understanding the Report

The Denied/Left Open report organizes data into two separate tabs:

Denied: Displays information related to denied claims.
Left Open: Displays information related to claims that remain open.

Both tabs provide a variety of information to help users review claim details, encounter details, claim events, and rejection or denial statuses.

Report criteria summary

The report criteria selected when running the report will be displayed at the top of the report, allowing users to easily review the parameters used to generate the results.

The Denied/Left Open Report retrieves data from the data warehouse and refreshes every two hours. This change does not affect your data or report totals. The Data Synced Until section displays the date and time of the latest data update.

Data available in the report

The report includes the following information:

Claim and Encounter Details: Claim ID, encounter ID, claim status ID, claim status date, encounter status type, record type, and claim events.
Patient Details: Patient name, patient ID, and date of birth (DOB).
Payer Details: Payer ID and case payer ID.
Provider and Case Details: Provider information and case details.
Denial and Rejection Information: Rejection status, denial status ID, and indicator identifying whether the denial is current.
Claim Status and Identification: Active indicator and claim-related status information.
Claim Form Details: Claim form type ID, claim form type code, claim form type description, HCFA format ID, and HCFA format.
Filing and Resubmission Details: Claim filing method, claim filing method code, resubmission code type ID, and resubmission code.
Additional Information: Claim priority.

Use the Denied and Left Open tabs to review the applicable claim information and identify relevant details for further investigation or follow-up.

The Show Only Current Denied Claims option is enabled by default, displaying only claims with a current denial. To view all denied claims, including those that are no longer currently denied, toggle this option off.

Users can customize the information displayed in both the Denied and Left Open tabs by selecting the Columns they want to view. This flexibility allows users to tailor the report to their specific needs and focus on the information most relevant to their workflow.

Saving favorites and setting defaults

Once the report is configured to your preferred view, you can save it as a favorite and set it as the default view for that tab. Favorites are specific to each tab.

Click the Favorites icon, enter a name in the enter name for favorite field, and click Save to save your preferred report view.

Any saved favorite can be set as the default view for its respective tab. Use the Set Initial Default dropdown to select your preferred default.

Export to CSV and PDF

Click on the CSV icon to export the report in the CSV format.

Click on the PDF icon to export the report in a PDF format.