Overview
We’ve enhanced the Phlebotomist Mileage Report to make it more comprehensive and suitable for billing and insurance claims processing. This update addresses key gaps in patient, insurance, service, and sample data to make the report export-ready for downstream usage.
? Problem Statement
The existing mileage report lacked essential information needed by billing and claims teams, limiting its usability. Key data points like insurance info, service details, and sample metadata were missing.
✅ What's New – Columns Added
?♂️ Patient Information
Patient First Name
Patient Last Name
Patient DOB
Patient Gender
Patient Contact
Patient Email
Mailing Address
? Insurance Details
(Available for Insurance 1, 2, 3 & Worker Compensation)
Insurance Name
Insurance Membership Number
Group
Group Number
⚕️ Service-Level Information
Service List (comma separated if multiple)
Bill ICD
Test ICD
? Sample Information
Sample List
Accession Number (comma separated if multiple)
Sample Type
Order Level
Account
Provider
✅ Where to find these changes
- Navigate to Home Collections
- Navigate to the Phlebotomist Reports Sub Menu
- Open the Columns section to hide/show specific details
? Benefits
One-click export for billing teams
Reduces back-and-forth for missing data
Streamlines claims submission and insurance validation
Let me know if you want a one-liner release note or product tooltip version for this as well!