An administrator or manager can view pre-designed payment reports by doing the following:

  1. Place the mouse pointer over the Menu and select Reports > Plan Item Usage History. The main Plan Item Usage History Report page appears.
  2. Click the appropriate preset report link.
  3. If a pop-up box appears, select the time frame for which to view item usage and click the Generate Report button. A report displays the appropriate information.
  4. When finished, click the Generate New Report button to return to the main Plan Item Usage History report page.


Plan Item Usage History preset reports:

Item Usage by Year

View all items used in a selected year.

Item Usage by Month

View all items used in a selected month.

Grouped Item Usage by Month

View each group item automatically marked used because a different item associated with the group was used in a selected month.

Unaddressed and Unmatched Item Usage

View used items that were not matched to a plan and not addressed.