Description This is a similar patient balance report as J2 but includes the line level details. Significance 1. This report shows you the patients that have open patient-responsible lines. The total payment made by the patient and the unapplied money is displayed as well; the details of the payments made can be viewed by clicking […]
Category: J. Financials
J3. Patient Insurance On- Account Report
Description A patient balance report that contains basic charge information for the selected insurance and the insurance on-account. Significance 1. The top part of the report displays Total Amount Paid by the selected insurance and the total unapplied amount; the details of the payments made can be viewed by clicking the button in the right […]
J2: Patient Financial Summary by Legal Entity Report
Description J2 report is a patient balance report that contains totals of charges, insurance paid, patient paid, adjustment, balance, and on-account. Search Filters of J2 Report Field Description Date Type Choose either Acct. Date (Line level accounting date of charge) or DOS and provide the date range Patient To filter the report for a specific […]
J1: System Financial Summary Report
Description J1.System Financial Summary Report shows the provider-wise breakup of charges, payments, adjustments, and A/R and procedure count. Significance 1. This report provides a summary of the financial information against each provider in a legal entity. It is also a good month-end report, which provides a comprehensive view of the provider transaction in a legal […]