This is a multi-sheet excel containing both graphical and analytical data capturing the billed paid, and expected by patients and by insurance. Additionally, the report also shows the billed to paid lag by payers and by CPT.


Work Value Summary lists each insurance/patient along with the charges, paid amount, balance amount, adjustments done and expected fees.

Billed_To_paid lag time displays the delay in days between billed date and payment date. The Billed-To_paid lag time sheet has two tables; one for insurances and the other for patients.

Search Filters of H7 Report

Field Description
Date Type Select either Acct. Date or DOS and provide the range
Payer Type Select either Insurance or patient
CPT Provide CPT codes to view the report only for the specific CPT

Search Screen of H7 Report

Sample H7 Report

Part of H7 Graph Sheet

Part of H7 Work Value Summary-Insurance Sheet