Description I9 is a detailed charge report with the payment activity for the date of services reflected on the report. Significance 1. The I9 report is similar to the I8 report; both differ in the fields that are displayed. While I8 report shows you the primary, secondary, and tertiary insurance details like insurance name, plan, […]
Category: I. Charges and Payments
I10. Procedure Productivity By Insurance Report
Description The I10 report lists all the procedures billed by insurance with a count of the procedures and totals of billed, paid, and adjusted. Significance The I10 report is a procedure-based report that provides charges, receipts, and adjustments for each procedure performed under insurance in the given accounting date range. I10 report provides insurance-wise on-account […]
I11. Adjustment Report
Description I11 report lists all the adjustments with the patients, date of service, and the adjustment reason. Summary and detailed filters are available in the report. The summary report is high-level and does not include any patient/DOS details. Search Filters for the I11 Report Field Description Acct. Date Acct. date of adjustment posting; Provide the […]
I12. Procedure Count By Insurance Report
Description The I12 report presents all billed procedure codes, categorized by insurance, along with their corresponding counts and amounts. Search Filter for the I12 Report Field Description Acct. Date Line-level Accounting Date of the Charge Search Screen of I12 Report Sample I12 Report Possible Outputs of I12 Report Output Download and View Sample Excel PDF
I13. Patient(s) Payment Details Report
Description This is a report that shows all charges for the selected date range, the patient payments applied with a breakup of copay/deductible paid and other patient payments, insurance paid, and the adjustment total and balance for all patients. Utility PDF output of I13 report has practice info on the header. Info includes Practice name, […]
I14. Payment Activity Report
Description This is a line-wise activity report containing the applied, reversed, and transferred amounts, and each activity is reported in a separate line and with the user who processed the activity. Search Filters of I14 Report Field Description Acct. date Provide the accounting date range of the payment activity. Payment Date Provide the payment date […]
I15. Monthly Census Report
Description Mostly used for institutional billing, the report contains some UB04-specific information and shows the billed and paid amounts. Additionally, the aging in the report shows the responsible entity that owes the balance (patient/insurance). Search Filters for the I15 Report Field Description Acct. Date Line Level Accounting Date DOS Provide Date of Service range Legal […]
I16. Insurance Reimbursement Variance Report
Description An I16 report compares the actual posted with the fee schedule (based on the allowed) and reports the variance. Significance 1. The I16 report provides a patient-wise listing of underpayments made by insurance. Only those claims whose payment accounting date falls in the given period will be displayed. Utility 1. All underpaid entries will […]
I17. Financial Summary By Type Of Service Report
Description I17 report displays the financials by legal entity, provider, and type of service. Significance 1. Type of Service for each procedure can be viewed from the Encounter Procedure Setup screen under Additional Information. If no type is given here, it will be taken as Other. 2. The I17 report shows the charges, payments by […]
I18. Credit Card Transaction Report
Description I18 is a report showing all the credit card payments posted from the system through the integrated payment gateway solution and includes the transaction status, payment #, and the gateway reference #. Significance 1. Credit card batch report for USIO payments can also be generated using I18 report, which lists out batch-level transactions of […]