Dr. Bill has a reporting feature that allows you to export your claim history data in a spreadsheet format.
- Step 1 -
Log in on the web (app.dr-bill.ca), then navigate to the Claims tab.
- Step 2 -
Hit the green Download Report button.
(You can find it above the claim summary bar chart)
You can choose to only see claims with a certain status (paid, rejected, etc) by selecting a status tab heading.
As well, you can set a specific date range to run a report for by picking start and end dates of service.
- Step 3 -
Wait for the report to load, then hit Download Report. A csv file with your specified data will be downloaded.
You can view and edit the file with any spreadsheet software including Excel, Numbers or Google Sheets.
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If you need any help with your reports, just let us know – our team is here to help!