Description E3 New Patients Report is a patient list for the charges for the selected date period with subtotals for appointment count and with total charges and remaining A/R for all patients and new patients shown separately. Search Filters for E3 Report Field Description Date Type Choose between Acct. date or DOS and provide the […]
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
E2. Patients By Insurance Co. Report
Description Patients By Insurance Co. Report lists the insurances and the patients associated with these insurances and their levels. Significance Patients with end-dated insurances can be identified from the report and its Excel output; the insurance end-date is included in both places. Search Filters of E2 Report Field Description Creation Date Provide patient record creation […]
E1. Referring Provider Patient Count Report
Description The report captures referring provider with the rendering and the appointment provider with patient counts and the totals of charges, paid, adjustments, and balance. Search Filters of E1 Report Field Description Date Type Choose between Acct. date or DOS and provide the date range Legal Entity Select a billing entity for filtering results for […]
G1. Claims Detail Report
Description The report shows the list of claims batched electronically or on paper for the selected date period. For paper claims, the printed status is indicated on the report, and for electronically submitted claims, the clearinghouse and payer response status and the response details are shown on the report. Significance 1. This is very similar […]
G2. Denial Report
Description The report lists the denials that were posted for the selected date range and includes the denial code and payer remarks. Two Excel export options capturing the different levels of line/denial information are available for the report. Significance The G2 report has an offline reporting feature. Utility 1. The G2 report has Claim Date […]
G3. Collector Productivity Report
Description The report displays user activity of claims and lines worked from within the Collection Manager module and includes the follow-up note, activity date, and the collection status/substatus that the line(s) were assigned to. Search Filters of G3 Report Field Description Coll. Act. Date Collection Activity date; To view activities within a given date range […]
G4. Claims Line level Report
Description This is a line-level batched claims report. Unlike G1. Claim Details Report, which is a claim-level report that includes the clearinghouse and payer response status, this report does not carry the response information and stops at the claim batching status. Significance This report takes in the claim date as the sole search parameter. This […]
G5. Collector Worklist Report
Description All the unpaid claims and lines currently in the Collection Manager worklist can be extracted using this report. This report can also be run in offline mode. Note that the same data can also be extracted from within the Collection Manager module by clicking on the Excel or CSV export option. Significance 1. G5 […]
H11. E&M Bell Curve
Description H11 report is a comparative graph of E&M utilization using Medicare’s baseline with the actual practice data. Search Filters of H11 Report Choose the Specialty, Legal Entity, Provider, Type of Service (New Patient/Established Patient), year on which Medicare data is based, Report Type (Units/Payments), and the Date of Service range. Field Description Specialty Select […]
H10. Work Value Summary Report
Description The H10 report shows line-level billing and collections data with a split-up of primary, secondary, and tertiary paid amounts, including the type of service. Significance H10 is similar to Sheet 2 of the H9. AR Management Report, but H10 has additional fields to showcase the paid amount split among primary, secondary, and tertiary payers. […]