Alike the superbill tally report, this is a reconciliation report that captures whether the charges are posted and billed for the appointments. This report is helpful for reconciling bills that cross over from an external EMR system.


B6 Report has three outputs: two excel outputs and one PDF. The first excel output and the PDF has fields exactly as in the report. The second excel is a detailed report that shows the payment details in addition to the appointment and superbill status. The fields in the detailed excel are:

Appt Date, Patient Last Name, Patient First Name, Mrn, Appt Status, Appt Reason, Le, Provider Code, Provider Name, Ins Co Name, Copay/Ded/Coins Amt, How Copay/Ded/Coins Paid, Date Of Copay/Ded/Coins, Payment Received Date, Billed Amt, CPT Codes(displayed for Charges in NEW status as well), First Date Claim Billed, Insurance Paid Amount, Patient Paid Amount, Date Insurance/Patient Paid, Date Insurance Pmt Processed.

Search Filters of B6 Report

Field  Description
Appt. Date From/ To Choose appt. start and end dates or select an appropriate value from the drop-down
Patient Search by Patient
Legal Entity Search by Legal Entity
Provider Search by Provider

Search Screen of the B6 report

Sample Report