There are several options for exporting the claims report to excel. 


Option #1 

  • In the main menu, press the Billing button. 


  • The following screen will be displayed: 


  • Press the Print button, located at the top of the screen. 
  • Select the Grid To Excel option. 


  • Automatically, the Excel screen with the claims will be displayed. 


  • Edit the report as you wish it to be displayed at the time of printing. 


Option #2

  • Click on the QuickLinks text located at the top of the screen.
  • Select the Billing option.


  • The following screen will be displayed: 


  • Press the Print button, located at the top of the screen. 
  • Select the Grid To Excel option. 


  • Automatically, the Excel screen with the claims will be displayed. 


  • Edit the report as you wish it to be displayed at the time of printing. 



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