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 […]
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
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 that provide the following information. Sheet 1: Daily-Month Activity Summary- Summary of […]
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 […]
J4. Patient On- Account Balance Analysis Report
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 […]
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 […]
C2. Generate Patient Statement
Description This report screen is used for statement generation. The report provides various filters to list patients with balances and generate their statements. The statements can be generated in different formats, including e-statements, generic PDFs, and CSV, with the option of direct submission to the clearinghouse. A C2 report can be used to generate installment […]
C1. New Call Report
Description This report lists all patient recalls and alerts added to the system. Significance For every patient for whom recalls are created, the report highlights the recall details like the initiation date, due date, created user, assigned to, reminder status, review date, reviewed by, etc., along with the patient details. Patient communication information is also […]