# Remittance Advice The **Remittance Advice** report provides a complete view of the insurance claim cycle, from submission to settlement. It helps track how much was claimed, approved, paid, denied, or resubmitted, enabling accurate reconciliation and transparency in clinic finances. This report enables revenue cycle teams to closely monitor insurance claim lifecycles. It helps identify which claims were approved, rejected, or partially paid, and provides transparency into the progress and results of any resubmissions. Additionally, the report supports financial reconciliation by matching remittance figures with the amounts initially claimed. *** ### Steps to Generate the Remittance Advice Report * Open the **Remittance Advice** report by navigating to **Home > Reports > Insurance Reports > Remittance Advice.** * Set the **From** and **To** date range. * Optionally, use the **Clinic, Price Group,** and **Insurance** filters to refine results. * Click **Search** to generate the report. *** ### Report Structure Each record in the report corresponds to an itemized insurance claim and presents grouped information across several stages of processing. The **invoice and claim information** section displays details like the **invoice number, clinic name, invoice and submission dates, CPT code, item description, net amount, patient share, total claim amount,** and the associated **submission file name.** In the **approval details** section, users can find the **approval code, approved claim amount, approved patient share,** and any **applicable lab status.** Remittance attempts are recorded across three cycles. Each cycle includes the remittance **file name, CPT code, item description, remittance amount, dates of remittance and settlement, payment reference number, denial codes,** and **any comments explaining rejections.** Resubmission entries capture the **CPT code, item description, claimed amount, date of resubmission,** and **resubmission comments.** These details are repeated for each resubmission stage associated with the original claim. The **final summary** section of each record highlights the total remittance amount received and the percentage of the total claim that has been settled. The screen also includes functional tools: **Pagination**(To browse multiple pages of results), **Zoom and Refresh** controls, **Search within the report, Print,** and **Export** options. *** --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://unitecare.gitbook.io/uniteemr/reports/insurance-reports/remittance-advice.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.