Description J34 report shows the charges, payments, adjustments, and on-account amount distribution based on the accounting date. Search Screen of J34 Report Search Filters of J34 Report Field Description Acct. Date Provide the date range for the accounting date Payer Type Choose a payer type to filter results specific to the payer type. View by […]
Category: J. Financials
J33. Month End Report Package
Description J33 is a report bundle containing data points from multiple reports encapsulating the practice’s financials and A/R. The report is a combination of J9. Daily/Month End Close Report, J12. A/R by Provider Previous Year Comparison, D6. A/R Aging Summary Report, and D1. Summary – Insurance Aging Report. Significance J33 report comes in Excel format […]
J32. Detailed System Financial Report
Description This report resembles the J1 Financial Summary, with added provider-level information. The report also includes the submitted claim count. Search Filters of J32 Report Field Description Acct. Date Provide the accounting date range legal Entity Select an LE from the drop-down to filter results for that LE Provider Select a provider to filter results […]
J31. Unusual Transactions in Closed Period
Description In the legacy reporting, as some movements (changes to locked transactions) were permitted in a closed month, this report helped to fetch the details and showed the comparison of A/R and transaction numbers at the close with the current (if there were changes). The unusual transaction report has mainly two parts. a. Section 1 […]
J30. Key Financial Summary Metrics
Description J30 report is a 12-month data of gross vs. collections with a forecasted collection (calculated at 24.5% of the gross). The report contains the regular financial summary data, viz. charges, payments, and adjustments, with aging buckets of >60 and >90 days outstanding from DOS. Additionally, a percentage of the payer mix is also shown […]
J29. Monthly Transaction Summary
Description This is a side-by-side summary for the month and YTD encapsulating billed, paid (applied, on-account, and deposit), refunds, transfers, and a breakup of payments by type and adjustments by reason. Significance J29 report provides both month-to-date and year-to-date financial summary in a single sheet, which in turn aids in better analysis. Search Filters for […]
J28. Procedure Aging By Financial Class
Description This report shows the patient, insurance, and total aging by payer type (financial class). The aging is projected with aging buckets of 0 – 30, 31 – 60, 61 – 90, 91 – 120 and >120 days along with total outstanding account receivables. Significance The patient aging is calculated based on the date the […]
J27. Practice Financial – Contract Value Based Analysis Report
Description This is an encounter report that captures the variance and percentage based on the contracted rates (from the fee schedule) and the actual rates allowed by the payer. The report also contains paid amounts and payment dates with a statement date (if a statement was generated for the encounter) and aging since DOS, the […]
J26. Provider Productivity By Insurance Report
Description J26 report gives a provider break-up of paid and visit count by insurance. Search Filters of J26 Report Field Description Acct. Date Provide the accounting date range. Payer ID Unique ID of the insurance (refer Insurance Master) Insurance/ Payer ID Provide either the insurance name or ID Search Screen of J26 Report Sample J26 […]
J25. ERA Detail Report
Description All the info within a downloaded ERA (claim and line details and the payer remarks and adjustment codes) is shown in this report. Users can view the ERAs for the selected creation date range or limit it to show only the unposted ERAs. Significance Running the ERA Detail Report is an efficient way to […]