Description This report includes patient demographics and allows you to filter results by specific procedure billing codes. Significance This report can be used for setting birthday reminders; select to print a birthday reminder label. Another report to print birthday reminders is C6. Patient Details Report. Search Filters for the C14 Report Field Description Creation Date […]
Category: C. Patient
C13. Patient Visit Tracking Report
Description The report displays all patients that have a date of service in the selected date range, with their till date total visit (appointment) count, total charge count, and billed and paid totals. Search Filters of C13 Report Field Description DOS Provide the DOS date range Patient To view the results of a specific patient […]
C12. Patient Visit Summary Report
Description The report displays the billed charges with patient demographics and insurance details. The report prints one patient per page. Utility To view all records edited/created by a user on the current day, select the user from the user search drop-down and select ‘Today’ as the Last Modified Date. Search Filters of the C12 Report […]
C11. Patient Collection Report
Description This report lists all patients that were moved to the “In_Collections” status in the system. Significance 1. The C11 report lists the patients in collections. Each row in the listing displays patient name, MR#, info on DOS, charge incurred, insurance paid, patient paid amounts, and the balance. 2. Other reports to view patients in […]
C10. Generate Patients In Collections List
Description C10 report lists patients to generate the collections agency CSV file. Once the CSV is generated, all Bill to PT or GR lines on the date of service change to In_Collections line status. Significance 1. If you are utilizing the services of a collection agency and need to send them an electronic data file, you […]
C9. Installment Statement Summary Report
Description The C9 report lists all patients that have had installment letters generated in the past and the current status of the payment plan. Users can also reprint the installment letter on the screen. Significance 1. The C9 Report can be used to generate installment letters for the patients. Select any of the statements from […]
C8. Installment Detailed Report
Description This report lists all patients with an installment plan (payment plan) added to the system. Significance 1. The C8 report displays those installments with an installment status of either NEW, ACTIVE, or PERIOD_COMPLETE. These installments have lines with the sub-status INSTALLMENT. Installments with statuses in PAID, PRE_CLOSURE, and INACTIVE do not have their lines […]
C7. Patient Charges / Payments History Report
Description C7 is an itemized statement of a patient containing transaction activities, viz. charges, payments, and adjustments, grouped by date of service and displaying the balance for each date of service/encounter. Significance The insurance aging and patient aging details of the patient are displayed at the bottom. Search Filters of the C7 Report Field Description […]
C6. Patients Detail Report
Description This is a patient demographics report containing the patient’s insurance and other pertinent information. The report can also be used for filtering patient records that have the statement exclusion flag. Additionally, a merge CSV export is available within the generated data to list all patient accounts that were merged. In short, A. This report […]
C5. Print Patient Label Report
Description The C5 report can be used for printing patient labels containing insurance and subscriber information. Significance The C5 Report can be used to generate labels for all patients within the specified DOS range in one go. Search Filters for the C5 Report Field Description DOS Provide the DOS Range Provider To print labels for […]