D6. A/ R Aging Summary Report

Description D6 report is an aging summary report displaying a breakup of the A/R for patient, insurance, and collections with aging buckets and percentages. D6 report indicates how long insurance claims and patient balances have been outstanding and are represented as a percentage over 180 days. It is represented as amount in dollars as well […]

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D5. Detailed – Patient Aging Report

Description D5 is a patient ledger-style report capturing the patient’s financials with an A/R summary. Significance The detailed patient aging provides a breakdown of the claims that are currently aging for the patient. (Any claim that has been billed to the patient/responsible party using a statement is considered aging to the patient). This report is akin to patient […]

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D4. Summary – Insurance Balance And Aging By Patient

Description This is a patient-level A/R report with aging buckets and filters to show both A/R – insurance and patient together or only the patient. Significance 1. This report gives a one-list view of the patients and their balances. Select ALL, and it would give patient as well as insurance aging. Additional fields included in […]

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D3. Summary – Patient/ Guarantor Balance And Aging Report

Description D3 report is a patient level report that captures patient A/R, and guarantor A/R separately or together with the aging buckets. The report has two tabs: Aging Summary and A/R Aging Bucket. Aging Summary: Displays Billed Amount, Insurance Paid amount, Patient/Guarantor paid Amount, Adjustment Amount, Outstanding Amount and On-account money. Aging Bucket: Displays bucket-wise […]

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D2. Detailed – Insurance Aging Report

Description D2 report is a detailed insurance A/R report that contains patient and line-level billing information with multiple export formats (mostly line level). There is also an encounter-level Excel that can be generated. Significance 1. Offline reporting feature included. 2. If you want to view the insurance A/R and know the patients that constitute this […]

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D1. Summary – Insurance Aging Report

Description D1 report captures insurance-wise A/R with aging buckets. The report can also be filtered to display the A/R based on the contract amount (expected fee) instead of the gross values. Significance The purpose of the summary-Insurance Aging Report is to follow up on outstanding insurance balances. Items on the report are aged based on […]

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E7. Patient Encounter Count By Provider

Description This is a provider-wise report showing patient and visit count with totals of charge, paid, and balance. Search Filters of E7 Report Field Description Date Type Choose either Acct. date or DOS and provide the date range Legal Entity To filter by a specific billing entity Provider To filter by a specific provider Search […]

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E6. Productivity By Referring Providers Report (Summary)

Description Productivity By Referring Providers Report (Summary) gives details of patients seen by referring providers in the specific DOS or accounting date range. Significance E6 report is compliant with the updated accounting logic of Practice Management System. Search Filters for E6 Report Field Description Date Type Select either Acct. Date or DOS and provide the […]

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E5. Productivity by Referring Providers Report

Description E5 report is a line-level charge details report with totals of billed, allowed, paid, and adjusted by Referring Provider for the selected date period. Significance This is a line-level detailed report on referring provider productivity, and the summarized version of this report is the E6 report. Search Filter of E5 Report Field  Description DOS […]

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E4. Patient List by POS and Service Location Report

Description E4 report lists patients by place of service and service location based on the location selected for their charges. Search Filters of E4 Report Field Description DOS Provide DOS range to filter results for a specific DOS range Place of Service Provide POS to filter results for a specific POS Service location Provide a […]

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