Description Providers can print this report to document the diagnosis and procedure codes of the visit, essentially for billing purposes. Search Filters of B1 Report Field Description Appt. Date From/To Provide start and end dates or select an appropriate date range from the drop-down. Legal Entity To generate the report for a specific legal Entity […]
Category: B. Superbill
B2. Superbill Tally Report
Description B2 report is used to reconcile appointments with manually entered charges and to review if the appointments for the selected date period have been billed. The report will indicate an X if no superbill and New or Hold if a superbill has been created and left in an unbilled status. Significance To identify patients not […]
B3. Superbill Activity Report
Description This is a visit summary report with each date of service on a separate page. It contains financial information such as copays and balance dues from both patients and insurance, as well as billing information such as procedures, diagnoses, units, and billed amounts. Providers can print the report to review the visit information and […]
B4. Pre- Billing Charges Report
Description Like the Superbill Activity Report, this report can be printed for providers to document the visit summary and the procedures and diagnosis code to send to billing. Search Filters of B4 Report Field Description Appt. Date From/To Provide start and end dates, or select an appropriate date range from the drop-down. Legal Entity Search […]
B5. Authorization Tracking Report
Description This report lists the authorizations with their remaining visit counts and expiration dates. Significance The report provides payer-wise authorizations received by each patient in the given date range. Search Filters of B5 Report Field Description Valid Auth From/To Provide authorization valid from and to dates, or select an appropriate value from the drop-down. Date […]
B6. Appointments – Charges Reconciliation Report
Description Alike the superbill tally report, the B6 report is a reconciliation report that captures whether charges are posted and billed for appointments. This report helps in reconciling bills that cross over from an external EMR system. Significance B6 Report has three outputs: two Excel outputs and one PDF. The first Excel output and the […]