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GENERATE · COLLECTIONS DIAGNOSTIC

STEP 03 · GENERATE

Drop your two Athena CSVs.

One TOS Collections and one Activity report, both for the same window ending at least four months ago. Period dates, department scope, and practice name are read from the report headers.

Don't upload patient-identifiable data. Strip patient columns (name, DOB, ID, contact, SSN, MRN) first; files containing patient data are rejected and nothing is stored.

PRACTICE

Leave blank to use the Provider Group value from the TOS report.

REPORTS · ONE REPRESENTATIVE WINDOW

Pull both reports for a single window that ended at least 4 months ago — claims need time to adjudicate before the yield numbers are stable.

Reports → Report Library → Time of Service Collections (DETAILED, comma-delimited).

Reports → Activity Wizard → Activity (date of service). Include post date for payment timing analysis.

Report loads here. Use the browser's “Save as PDF” to download.