Description D14 report is like the D9 Aging Report by case type, but with a breakup by payer type instead of case type. Search Filters for the D14 Report Field Description Legal Entity To filter by a specific legal entity Provider To filter by a specific provider Search Screen of D14 Report Image 1 Quan. […]
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
I2. Charges Billed By Month By Provider Report
Description I2 report lists the Provider-wise total billed by month. Search Filters for the I2 Report Field Description Acct. Date Line level Accounting Date Legal Entity To filter by a specific legal entity Provider To filter results for a specific provider Search Screen of I2 Report Sample I2 report Possible Outputs of I2 Report Output […]
H12. Monthly Analysis Report
Description A 12-month representation of charges, payments, adjustments, and A/R with the month-wise % change for each of these transaction activities and the receivables. The graph is color-coded by month. Significance 1. The bar graph provides a quick view of the previous twelve month data (new charges, payments, balance, A/R, etc.). Each color bar represents […]
E9. Interface Log Report
Description This is essentially an interface activity log of all messages received or sent through the interface. All inbound and outbound transactions, viz. demographics, appointments, charges, payments, and any other types of transactions processed through the interface and their status, whether they were successful or failed, and for any that failed, display the rejected reason. […]
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 […]
A10. Eligibility Status Report
Description This is a batch eligibility report displaying the patient’s real-time eligibility and benefit information. The report can be filtered based on the appointment date or previous run date. For the error responses, the rejection reason is displayed on the report. Significance The A10 report has been upgraded to a new UI. Eligibility status reports […]
A9. Appointment Reminder Report
Description This report lists the appointments with the Sent status of the text and email reminders. Significance The system has an appointment reminder capability. Reminders can be texted or emailed. If you want to look at how the reminders were sent, whether it was a text or an email, what the sent date was, etc., […]
A8. Web Appointment Request Report
Description This report lists the online appointment requests received through the patient portal and their status. Significance The report lists all the patients who have requested appointments through the portal. The report also displays the request status and system status of appointments, which can be used to analyze pitfalls in patient portal communication with the […]
A7. Appointment – End of Day Reconciliation Sheet Report
Description The A7 report lists the appointments with the copay collected. Note that the copays should be collected from the scheduler to be reflected on the report. Significance The A7 report is a reconciliation between the co-pay amount that was supposed to be collected and the actual collected amount. If a copay amount was saved […]
A6. Eligible Visits Bill Report
Description The report verifies if the required patient demographic fields are complete and eligible for billing. The report includes the patient’s last seen date and time, the copay posted amount, and the posted payment #. Significance 1. The co-pay posting information is displayed only if the amount was collected through the scheduler. 2. A6 report […]