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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 over 2 months ago

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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