Run provider reports
See your providers by location and which patients are linked to each one.
Last updated October 22, 2026
Who can do this: Admin, Nurse Case Manager, Internal Case Manager, Billing Staff
Steps
- Open Reports and click Provider Reports.
- Read Active providers and Providers with patients at the top.
- Under Providers by Location, click a state, or choose a State or type a City, to list the providers there.
- In the providers list, search by name, specialty or practice, and click a provider.
- Read the patients linked to that provider, with category, claim number, claim status and provider role. Click a patient to open the file.
Tips
- This tab always covers all providers; the dates at the top don't apply.