D2 report is a detailed insurance A/R report that contains patient and line-level billing information with multiple export formats (mostly line level). There is also an encounter-level excel that can be generated. 


1. Offline Reporting Feature included.

2.If you want to view the insurance A/R and know the patients that constitute this insurance A/R, you can run this report to view all the details.

3. Direct Export to Excel and Export to CSV options are provided in the D2 report screen. Users without having to wait for the report to load and paint to the screen can use these options to extract the aging data to excel and CSV files straight away.

4. This report has a column added for Contractual Adjustment Amount which takes the formula

Contractual Adjustment Amt = Billed Amount – Allowed Amount

It is available in Excel and CSV outputs.


1. Provide the Insurance name In the payer field to know the details of all patients constituting the insurance A/R.

2. Payer Type info included in the report, CSV and offline report.

Search Filters for the D2 Report

Field Description
Payer Provide insurance name
Exclude user Activity If user activity fields are to be excluded in the report
LE Legal Entity
Provider To produce report specific to a provider
INS. Level Select either P for primary, S for Secondary or T for Tertiary; to view all select ALL
Aging Bucket If Only a specific bucket is to be viewed, select it from the list, else select ALL to view all buckets
Collection Status Filter results according to patient’s collection status
Collection Sub-status Filter results according to patient’s collection sub status

Table 1

Report Direct Download/View Options of D2 Report

Option Description
View  To view the report( normal way of running the report)
Download Excel Direct excel Option provided for ‘Summary Report’
Download CSV Direct CSV Options provided for ‘Detailed CSV’
Run Offline Select this option to run report offline. Detailed report can be set for running offline. Drop-down shows Pending reports as well as the previous five completed ones.

Search screen for the D2 report

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D2 Report

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Select the   icon to download the report as an Excel Spreadsheet and the   icon to download the report as PDF.

Click on the   icon to show notes which shows Detail Encounter Activity and the   icon to add a new activity.