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Where can I view Financial Statements?
Where can I view Financial Statements?

How to get access to financial statements

Sujai Arakali avatar
Written by Sujai Arakali
Updated this week

To view your payment statements, click on 'Financials' at the top of the page. You'll find a list of statements that includes the date processed, number of patients paid for, payment amount, and the option to download the statement as a PDF or CSV file.

The downloaded statement contains a list of each patient you were paid for during that month and the corresponding payment amount. Any recouped amounts from de-aligned patients and the reason for de-alignment are listed at the bottom of the statement.

You can also click on Financials >> Payment Rates to view your capitation rate for both Aged and Disabled (A&D) patients and End Stage Renal Disease (ESRD) patients.

Note that Pearl does not provide any tax documents such as a K-1 aside from these statements.

If you have any questions about these statements, please message us by clicking the chat icon in the bottom right corner.

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