| Report Name |
Definition |
| Activity Report |
The Activity Report provides a
summary of financial data, grouping the information by provider,
procedure, or insurance company. It also shows the net effect that each
entity has on the Accounts Receivable balance. |
| Productivity Report |
The Productivity Report shows all CPT
codes detailed by doctor, practice and location and allows for subtotal
by group (e.g., lab procedures or office visits). The report shows total
units, total charges, allowed charges, total payments, and average
payment. |
| Patient Aging Report |
The Patient Aging Report helps avoid
collection problems by identifying accounts with balances that are past
due. When follow-up on past-due accounts is timely, fewer accounts are
written off as uncollectible. |
| Patient Remainder Aging Report |
The Patient Remainder Aging Report
prints the patient remainder balances. No charge appears in the Patient
Remainder Aging Report until all insurance payments have been applied to
the charge and marked complete, which provides a good way to find passed
due balances that are patient responsibility only. |
| Primary Insurance Aging Summary
Report |
The Primary Insurance Aging Summary
Report is used to track the age of an insurance claim. The longer a
claim has been outstanding, the less likely it is to be paid. If
desired, this report can display patient details as well. |
| Secondary Insurance Aging Report |
The Secondary Insurance Aging Report
is used to track the age of a secondary insurance claim. The longer a
claim has been outstanding, the less likely it is to be paid. If
desired, this report can display patient details as well. |
| Tertiary Insurance Aging Report
|
The Tertiary Insurance Aging Report
is used to track the age of a tertiary insurance claim. The longer a
claim has been outstanding, the less likely it is to be paid. If
desired, this report can display patient details as well. |
| Insurance Analysis Report |
The Insurance Analysis Report is a
management tool for tracking charges, insurance payments performed
during a specified period, and co-payments received to accounts that
include those procedures. It is usually printed at the end of the month.
The Outstanding Balance sum displays the total charges, subtracting the
full amount of the charge if the insurance payment was made. |
| Insurance Revenue Analysis Report |
The Insurance Revenue Analysis Report
shows a summary of procedure charges, allowed amounts, expected
payments, and actual payments by insurance plan. |
| Practice Analysis Report |
The Practice Analysis Report is a
management tool for tracking procedures performed during a specified
period, payments received, and adjustments made to accounts for those
procedures. It is usually printed at the end of the month. |
| Practice Financial Summary Report |
The Practice Financial Summary Report
shows a summary of charges, number of procedures, payments by source,
and Accounts Receivable adjustments for a given practice. |
| Unapplied Payment/Adjustment Report |
The Unapplied Payment/Adjustment
Report lists any payment or adjustment that has an unapplied amount and
shows where that transaction can be found, as well as the posting date,
document number, case, code, code description, transaction amount, and
unapplied amount. |
| Guarantor Credit Balance Report |
The Guarantor Credit Balance Report
shows all accounts that have a credit balance. |
| Insurance Collection Report |
The Insurance Collection Report
prints transaction information from insurance claims. |
| Patient Collection Report |
The Patient Collection Report prints
transaction information from patient statements. |
| Patient Day Sheet |
The Patient Day Sheet helps make
closing your day more simple. It prints information concerning all
patients seen that day, plus all patients for whom financial
transactions have been entered that day. |
| Encounter Status Report |
The Encounter Status Report generates
a list of all patients seen for the day and whether or not each claim
has been submitted. The report also shows total charges and total
balance for each patient. |
| Patient List by Diagnosis Report
|
The Patient List by Diagnosis Report
generates a list of all patients with a specific diagnosis. |
| Patient List by Insurance Carrier
Report |
The Patient List by Insurance Carrier
Report generates a list of all patients using a specific insurance
carrier. Optional details will show the information for the insurance
company, the name of the patient, date last seen, address, and phone
number. |
| Production by Insurance Report |
The Production by Insurance Report
gives incoming revenue information for each insurance company. For each
charge listed in the report, it shows the expected payments from the
primary insurance company and the expected adjustments versus the actual
payments and adjustments that were applied to the charge. |
| Production by Provider Report |
The Production by Provider Report
gives incoming revenue information for each provider. For each charge
listed in the report, it shows both the expected payments from the
responsible parties (the insurance companies and the guarantor) and the
actual payments that were applied to the charge. For cash patients, the
balance is reflected in the "Guarantor Estimated Payments" column. |
| Standard Superbill |
The Superbill is designed to be a
physician's worksheet. At the beginning of the day, users can print a
copy of the Superbill for each patient with an appointment that day and
attach it to his or her chart. In Advanced Reporting, the Superbill
template is pre-formatted with the patient's name, chart number,
appointment time, and the practice name at the top. The Superbill
displays a list of what procedures can be performed by the provider and
the diagnoses related to it displayed in a list format. Superbills are
also serialized and the number is printed on the Superbill when printed. |
