SB Tally Report is mainly used to compare the EMR and Superbill status of charges. This helps in easy identification of patients who have been rendered service but have not yet been billed. The report shows the appointment details such as appointment date and time, patient name, rendering provider, appointment status, EMR status, and schedule type.
Results can be filtered using the search options such as Appointment Start Date, Appointment End Date, Legal Entity, Provider Name, Schedule Type, Appointment Status, and Superbill Status. Appt. Start Date and End date are mandatory fields.
The report can be sorted according to the Date, Appointment Status (APPT STATUS) or Superbill Status (SB STATUS) by choosing the appropriate sort option from the Sort By drop-down.
In order to include missed/canceled appointments, select the checkbox against Include Missed/Cancelled. To include superbills that are void, select the checkbox Include Void superbills.
When all required fields are filled, click on Search button to generate the superbill tally report
Click on 
to download the report as an Excel Spreadsheet or 
to download the report as PDF.