Description The report provides different file export options to show either the summarized or detailed info. 1. The PDF export is used as a printable format for the providers to document the visit notes. 2. The on-account balance Excel provides unapplied and credit balances of the patients. 3. The detailed Excel contains patient, insurance, and […]
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
A4. Missed/Cancelled Appointments Report
Description This is a report capturing the missed or canceled appointments and the option to print a no-show letter for the patients. The report contains basic patient and appointment data and the patient’s last seen date. Significance 1. This report can be used to send letters to patients who have missed or canceled their appointments. […]
A3. Appointment Status Report
Description The Appointment Status Report is a basic appointment report with the schedule status. Significance The A3 report comes with a PDF export option. Search Filters of A3 Report Field Description Appt. Start Date/End Date Provide the start and end dates, or select an appropriate date range from the drop-down. Legal Entity To search for […]
A2. Appointment Worksheet Report
Description Appointment Worksheet Report is a day-wise listing of appointments with basic appointment information, viz., schedule status, request reason, and scheduler note. Significance A2 is a scaled-down report that shows basic appointment information, including appointment status and the request reason. Search Filters of A2 Report Field Description Appt. Start Date/End Date Provide start and end […]
A1. Appointment Schedule Report
Description The Appointment Schedule Report is a detailed appointment report that includes some patient financial information. The additional information is the copay amount (saved), patient balance, and on-account balance. Significance 1. This report is a detailed report that shows you all the appointments in a day or a date range. It gives the appointment type, […]
B1. Superbill Report
Description Providers can print this report to document the diagnosis and procedure codes of the visit, essentially for billing purposes. Search Filters of B1 Report Field Description Appt. Date From/To Provide start and end dates or select an appropriate date range from the drop-down. Legal Entity To generate the report for a specific legal Entity […]
B2. Superbill Tally Report
Description B2 report is used to reconcile appointments with manually entered charges and to review if the appointments for the selected date period have been billed. The report will indicate an X if no superbill and New or Hold if a superbill has been created and left in an unbilled status. Significance To identify patients not […]
B3. Superbill Activity Report
Description This is a visit summary report with each date of service on a separate page. It contains financial information such as copays and balance dues from both patients and insurance, as well as billing information such as procedures, diagnoses, units, and billed amounts. Providers can print the report to review the visit information and […]
B4. Pre- Billing Charges Report
Description Like the Superbill Activity Report, this report can be printed for providers to document the visit summary and the procedures and diagnosis code to send to billing. Search Filters of B4 Report Field Description Appt. Date From/To Provide start and end dates, or select an appropriate date range from the drop-down. Legal Entity Search […]
B5. Authorization Tracking Report
Description This report lists the authorizations with their remaining visit counts and expiration dates. Significance The report provides payer-wise authorizations received by each patient in the given date range. Search Filters of B5 Report Field Description Valid Auth From/To Provide authorization valid from and to dates, or select an appropriate value from the drop-down. Date […]