C5. Print Patient Label Report

Description The C5 report can be used for printing patient labels containing insurance and subscriber information. Significance The C5 Report can be used to generate labels for all patients within the specified DOS range in one go. Search Filters for the C5 Report Field Description DOS Provide the DOS Range Provider To print labels for […]

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C4. Generate Patient Pre-Collection Letter

Description The C4 report lists patients to either generate a pre-collection CSV or a letter. Once generated, the line substatus changes to Pre-Collection. Significance 1. Filters in the C4 are similar to what you have in the patient statement generation screen (C2 report). 2. For every patient for whom a pre-collection letter or file is […]

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C3. Patient Statement Summary Report

Description The C3 report lists all historical statements, pre-collection, collection files, and letters with their generated date and balance, and has the option to preview the statement and regenerate it to a CSV or PDF file. Significance 1. The C3 report can be used to regenerate the statements. Check the box and click either Generate […]

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D13. Service Location Wise A/ R Aging Report

Description D13 is an aging summary report similar to D8. Provider -Wise A/R Aging Report that shows amounts and percentages with a breakup by service location instead of provider. Significance 1. D13 shows a service location-wise split of A/R aging details. 2. The percentage of each aging bucket is also depicted in the report. 3. […]

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D12. Aged A/ R (Ins. And Patient) by Payer Report

Description D12 report is a patient-wise A/R report that shows the distribution of the outstanding balance amongst the different payers—both insurance and patient. Significance Patient aging is calculated based on the date the line was moved to patient responsibility. Search Filters for the D12 Report Field Description Legal Entity To view results of a specific […]

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D11. Aged A/ R (Ins. And Patient) By Patient Report

Description Like D4. Summary – Insurance Balance and Aging by Patient, this report also captures the patient-wise A/R (for both insurance and patient) with aging buckets. Significance Patient aging is calculated based on the date the line was moved to patient responsibility. Search Filters of D11 Report Field Description Legal Entity To filter by a […]

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D10. Running A/ R Report

Description This is a report that shows the net and ending A/R for the selected date period, computing the gross charges, receipts, and adjustments from the starting A/R. The breakup of each transaction type and the starting and ending A/R for the period is displayed on the report. Search Fields of D10 report Field  Description […]

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D9. Aging Report By Case Type

Description D9 shows the aging summary in both amounts and percentages by Case Type. Search Filters of D9 Report Field Description Legal Entity To filter by a specific legal entity Provider To filter results for a specific provider Search Screen of D9 Report Sample D9 report Quan. : This is the total number of units […]

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D8. Provider Wise A/R Aging Report

Description D8 report is an aging summary report akin to D6 A/R Aging Summary Report, additionally with the provider-wise breakup. Significance 1. D8 report provides the insurance and patient aging details for each provider in a legal entity. 2. Patient aging is calculated based on the date the line was moved to patient responsibility. Search […]

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D7. Accounts Receivable Aging Report

Description D7 report is an aging summary report showing the A/R for each aging bucket. An accounts receivable aging report is a record of overdue invoices from a specific time period that is used to measure the financial health of the company and its customers. The Accounts Receivable (A/R) Aging report has high significance due […]

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