I20 report gives a detailed view on all payment postings in the given accounting date sorted by provider. Each row in the report shows the posting accounting date, patient name, provider name, CPT against which the posting is done, DOS, amount posted, payer, current line status and the remaining amount in the line. Also, insurance and patient aging details are displayed bucket-wise.


1. I20 report has an excel output which displays the month-wise sum of receipts and on-account balance of each provider (screenshot provided beneath this article).

Search Filters for the I20 Report

Filter Description
Acct. Date Accounting Date of Payment posting
Legal Entity To filter the report for a specific legal entity
Provider To filter by a specific provider
Case Type To filter results pertaining to a specific case type

Search Screen of I20 Report

Important Columns in I20 Report

Acct. Date (Payment Posting Acct. Date)
Case Type
Case #
Legal Entity
Insurance(Primary, Secondary, Tertiary)
DOS Range
Rev Code
Paid By (Patient, Insurance, Primary, Secondary, Tertiary)
Adj. Amt
Rem. Amt. (Remaining amount in the line after posting)
Line Status (Current line status)
Insurance Aging Buckets (Current,31-60, 61-90,91-120, 121-150, 151-180, >180)
Patient Aging Buckets (Current,31-60, 61-90,91-120, 121-150, 151-180, >180)

Sample I20 Report

Output Options of I20 report

1 To download the report as an Excel Spreadsheet.
2 To output the results to an excel file showing sum of Receipts and On-account Balance of each provider


Sample Excel file showing Sum of receipts and On-Account Balance