Description J14 report gives the month-wise procedure count by provider and place of service. Search Filters of J14 Report Field Description Acct. Date Line level accounting date of charge Legal Entity To filter results of a specific legal entity Provider To filter results of a specific provider Search Screen of J14 Report Sample J14 Report […]
Category: J. Financials
J13. Procedure Count By Provider(s) Report
Description This report gives a month-wise procedure count by providers. The report can show either the monthly or daily distribution. Significance This report gives a count of procedures against each provider. Search Filters for J13 Report Field Description Acct. Date Provide the accounting date range. Legal Entity To filter by a specific legal entity Provider […]
J12. A/R By Provider Previous Year Comparison Report
Description The J12 report gives provider-wise charges and payments totals and a comparison with the previous year for the same period, depicting the change and change %. Search Filters of J12 Report Field Description Acct. Date Accounting date range Legal Entity To view the results of a specific legal entity, select the LE from the […]
J11. Financials By Facility By Month Of Service Report
Description J11 report is a month-wise summary of charges and payments by provider and place of service. Significance It is one of the simplest reports to analyze the payments against charges of providers. Search Filters of J11 Report Field Description Acct. Date Provide the accounting date range of charges/payments. Legal Entity Select a legal entity […]
J10. Year- To- Date Receipts and Adjustments Analysis Reports
Description A 12-month breakup of receipts (payments applied) by payer. Additionally, shows the adjustment totals by adj. reason for the same period. Significance 1.There are two Excel outputs. The first Excel produces an exact copy of the report. The second Excel output displays service-location-wise payment and adjustment details. Search Filter for the J10 Report Field […]
J9. Daily/ Month End Close Report
Description The J9 report gives the month-wise or daily summary of charges, payments, adjustments, starting and ending A/R, visit count for the month or day, and breakup of new and est. visits (non-e/m visits). The report also captures the applied and on-account (unapplied/credit balances) separately for insurance and patient payments. Significance 1. Daily/Month End Close […]
J8. Financial Productivity By Month Report
Description J8 report provides Month-wise charges, payments, adjustments, and ending A/R by provider and Practice and with the option to show with or without graphical data. Significance This is a provider -wise month-end report with a graphical representation of the financials. Search Filters of the J8 Report Field Description Date Type Select Accounting date or […]
J7. Monthly Activity Analysis Report
Description Monthly Activity Analysis Report recounts the monthly activities pertaining to Charges, payments and adjustment for the preceding twelve months prior to the search date. It is a tabular representation wherein the yearly data is summarized conveniently into a single page illustration. Significance 1. It provides practices an overview of their performance and trends in […]
J6. Charges/ Payments Reconciliation Report
Description A multi-sheet excel containing missing encounters, deposit details, applied payments, and both posted and unposted charge details. Significance It is a month-end report and it gives both a detailed and summarized view of the system financials. The excel report has six sheets which provide the following information. Sheet 1: Daily-Month Activity Summary- Summary of the […]
J5. Provider Productivity Report
Description The J5 report shows billed totals and counts by procedure and type of service. It shows both the selected date period and the YTD. Significance This report is similar to the I10 report; the difference is that J5 does not have the insurance split. The report shows a summarized view by default (it has […]