How IQ Filters Claims Data
When you set a date range filter in IQ reports like Claims by Service or Claims by Patient, the system uses the following date fields to determine which claims to include:
Date of Service (DOS) - When the medical service was provided
Date of End (DOE) - The end date of the service period
IQ does not filter claims based on:
Claim creation date
Last modified date
Last billed date
Import date into the system
Why Claims May Appear Missing
Claims might seem to be missing from your reports when the actual service dates (DOS/DOE) fall outside your selected date range, even if:
The claim was recently created or modified
The claim was recently billed or imported
You can see the claim data in other parts of the system
Example Scenario
If you filter an IQ report for dates December 19-23, 2025, but see no results:
The claims may exist in the system with a Last Billed Date of 12/20/2025
However, if the actual Date of Service (DOS) was 12/15/2025, these claims won't appear in your December 19-23 filtered report
To see these claims, you would need to adjust your date range to include 12/15/2025
💡 Tips for Accurate Reporting
When looking for recent claims activity, consider expanding your date range to include earlier service dates
Check the actual DOS/DOE dates in your source system if claims appear to be missing
Remember that the report date filter reflects when services were provided, not when claims were processed
Related Resources
If you continue to see discrepancies between your source data and IQ reports after accounting for DOS/DOE filtering, please contact support for further assistance.