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 […]
Category: Report Central
A. Scheduler
B. Superbill
C. Patient
D. Aging
E. Listing
F. Security
G. Claims and Denials
H. Dashboard
I. Charges and Payments
J. Financials
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 […]
I19. Insurance Payment Analysis Report
Description The report shows the total insurance paid and adjusted by Date of Service. Search Filters for the I19 Report Search Filter Description Acct. Date Posting Accounting date of the Insurance payment Legal Entity To filter results for a specific legal entity Provider To filter results for a specific provider Insurance/Payer ID To filter by […]
I20. Payments By Month By Provider Detailed Report
Description This is similar to the I15. Monthly Census Report with subtotals by provider and case type. Significance The I20 report has an Excel output that displays the month-wise sum of receipts and on-account balance of each provider. I20 report has an offline reporting feature. Search Filters for the I20 Report Filter Description Acct. Date […]
I21. Billing Process Turn Around Report
Description A reconciliation report that captures the bills received from the external integrated system for the selected transaction date range with the posted information and with the charge lag (in days). Search Filters for the I21 Report Search Filter Description Transaction Date Provide a date range to view results in that date range Transaction Status […]
I22. Charges and Payment By Referring Physicians
Description I22 is a report of the total billed, paid, and the count of procedures for referring provider and service location combination. Search Filters for the I22 Report Field Description Date Type Select Acct. Date or DOS and provide the date range Referring Provider To filter the report for a specific referring provider Service Location […]
I23. Financial Details By Service Location
Description I23 is a line-level report of billed, paid, and expected amounts by service location with referring, patient, and insurance info. Utility The secondary ID type and number for the service location are included in the report and the Excel output. Search Filters for the I23 Report Field Description Date Type Select either Acct. Date […]
I24. Invoice Report
Description This is a multi-patient single invoice report with separate PDF exports. The Service Location Invoice PDF contains invoice details grouped by LE and service location. The insurance invoice PDF has data grouped by LE and insurance. The invoice details PDF has patient and date of service details. Significance This report is very similar to […]
I25. Payments Receipts By Month By Provider
Description I25 report gives the provider and month-wise paid and on-account break-up. Search Filters for the I25 Report Field Description Acct. Date Payment Accounting date Legal Entity To filter the report for a specific legal entity Provider To filter the report for a specific provider Search Screen of I25 Report Sample I25 Report Possible Outputs […]
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 […]