Export Claims For Reporting
Learn how to export claims data to create insightful reports and improve decision-making processes in your organization.
Written by David Mamae
Updated at February 27th, 2025
Table of Contents
Export Claims for Reporting
Exporting claims in Pear Suite helps you track payments, review billing trends, and identify claims that may need attention. The Claims Page provides an easy way to generate a claims export, allowing you to analyze billing activity and maintain organized records.
The Export button on the Claims Page gives you the option to include or exclude Member Details in the exported file. Once you select your preference and confirm, a CSV file will be sent to your email. This file can be opened in spreadsheet programs, making it easier to review and analyze claim details.
Filtering Claims for Export
To ensure you are exporting only the claims that are relevant to your report, you can apply filters before exporting. These filters include:
- Date Range – A small calendar icon allows you to select a specific time period. You can also choose from four preset options: All Time, This Week, This Month, This Year.
- Claim Status – Focus on claims that are Generated, Ready for Screening, Approved, Sent, Accepted, Denied, Rejected, Paid, Error, or Error While Delivery. Clicking the Filter icon opens a dropdown where multiple claim statuses can be selected.
- Insurance Provider – Clicking on the "..." icon opens a dropdown to filter claims by insurance provider.
- Member Group – Clicking on the "..." icon opens a dropdown to filter claims by assigned member groups.
Using Your Exported Claims Data
Once you receive your exported file, you can use it to:
- Monitor payment trends and track reimbursements.
- Identify claims that require follow-up or corrections.
- Review denied or rejected claims for potential resubmission.
- Keep organized billing records for internal reporting and audits.
Exporting claims provides a clearer picture of your organization's billing workflow, making it easier to manage payments and ensure claims are processed efficiently.