To improve billing accuracy, audit readiness, and historical reporting consistency, HealthArc billing reports will now be automatically locked at the end of each billing month.
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Previously, billing reports were generated dynamically based on current system data. As patient information, enrollments, devices, or billing records changed over time, previously generated reports could also change when downloaded again.
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With this enhancement, billing reports are preserved as a fixed snapshot once the billing period closes.

Billing reports continue to function as they do today.

Any updates made to:

Once the billing month closes:

This ensures the report used for invoicing remains identical to the report available later for audits, compliance reviews, and reconciliation.

Patient: Jane Doe

Billing Month: May 2026

Original Last Interaction Date:
May 28, 2026

In June, a user updates the Last Interaction Date to:
June 2, 2026

The May billing report could potentially reflect the updated June date when downloaded again.

The May billing report remains unchanged and continues to show the information that existed when May was finalized.

A patient's enrollment date is corrected in July for a monitoring program that was billed in April.

The April billing report remains unchanged because the report was locked when April billing closed.

The correction will not retroactively alter previously finalized reports.

Invoices are based on a fixed and finalized billing record.

Organizations can confidently provide historical reports during audits without concern that data has changed since invoice generation.

Billing teams no longer need to investigate differences between previously downloaded reports and newly generated versions.

Past reports remain an accurate representation of patient activity and billing eligibility at the time of billing.
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Yes. Historical reports remain accessible and can be downloaded at any time.

No. Once the month is finalized, the report becomes a locked snapshot and cannot be altered.

No. Changes made after the billing period closes will only affect future billing periods.

This enhancement ensures consistency between billing reports, invoices, and historical records while supporting compliance and audit requirements.

HealthArc has enhanced the Diagnostic Code column in Billing Report Excel exports to provide cleaner, easier-to-read diagnostic information.
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Previously, exported reports displayed ICD codes twice, with the code repeated inside brackets. While technically accurate, this formatting created unnecessary clutter and often required manual cleanup before reports could be shared, reviewed, or imported into downstream systems.
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This enhancement simplifies the display by showing only the ICD code values.

Previous ICD Format in Billing Reports:

New ICD Format in Billing Reports:

Billing teams can quickly review diagnostic information without unnecessary duplicate values.

Users no longer need to remove bracketed duplicates before sharing or analyzing exported reports.

Cleaner data reduces the likelihood of accidental formatting changes during report preparation.

Reports are easier to filter, sort, search, and manipulate in Excel.
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This enhancement applies specifically to the Diagnostic Code column in Billing Report Excel exports.
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There are:

Only the exported display format has been improved.

No. This is a display-only enhancement.
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No. All diagnosis codes continue to be included in the export.

Yes. Multiple diagnosis codes will continue to be displayed, separated by commas.
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No. The updated formatting will automatically appear in all future Billing Report Excel exports.
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The enhancement was introduced to improve report readability, eliminate unnecessary manual cleanup, and streamline billing review workflows.