H9. AR Management

Description The H9 report provides billing and collection data by modality (line of business). Significance AR management dashboard has two sheets: Sheet 1 has information on the revenue collected in each of the modalities given, along with the pending amount. Sheet 2 provides an in-depth view of the amount collected. Each row has information on […]

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H8. Billed to Paid Lag Time

Description This is a report of billed-to-paid lag for procedures, payers, payer types, and payment types. Significance The report is provided as an Excel file containing four tables that illustrate the Bill-to-Paid lag time, categorized by procedure, payer type, payment type, and insurance. Search Filters for H8 Report Field Description Date Type Select either Acct. […]

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H7. Value-Based Reporting

Description This is a multi-sheet Excel file containing both graphical and analytical data capturing the billed, paid, and expected by patients and by insurance. Additionally, the report also shows the billed-to-paid lag by payers and by procedure codes. Significance The Work Value Summary lists each insurance/patient along with the charges, paid amount, balance amount, adjustments […]

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H6. Denial Analysis Report

Description The H6 report is a multi-sheet Excel, with each sheet listing different denial analysis information. The report captures the denials by: description, payer, procedure code, provider, count, non-payable denials, and denials older than 180 days. Search Filters of H6 Report Field Description Acct. Dates Provide the Accounting date range Legal Entity Provide LE to […]

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H5. Productivity 360

Description A multi-sheet Excel containing high-level data of charges and payments by month, including referring provider info, type of service, payer, and procedures. Significance H5 Report Excel report contains a graphical representation of 1. Top 10 Rendering Providers by TOS by Payments 2. Top 10 Rendering Providers by TOS by Charges Billed. 3. Top 5 […]

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H4. Billing Dashboard Report

Description H4 report provides a bird’s-eye view of the various transaction activities and KPIs and supplements the H2 report for getting better insights into revenue cycle performance and the practice’s health. Significance 1. Some of the key performance indicators that can be viewed on the report are 1. Charges- Posted/Unposted/Pending charges. 2. Payments/ On Account- […]

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H2. Operational Dashboard (Drill Down)

Description The operational (drill-down) dashboard is a report on the key performance indicators (KPI). KPIs are color-coded. Green signifies that the parameter is performing well, whereas red indicates an alert that the KPI requires immediate attention. Yellow indicates a warning that the parameter could worsen if not taken care of. This report shows the KPIs […]

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I3. Charges Billed By Month By Provider By Insurance Report

Description I3 is a report that shows the insurance-wise total charge amounts by month. Significance 1. I3 report shows the charge split-up of providers amongst the insurances in each month. 2. Row-wise total at the right-hand side gives the total charge billed by a provider against an insurance. 3. Column-wise totals at the bottom are […]

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I4. Payment Deposit Report

Description The report shows the deposits posted for the month with the applied and unapplied, payment method, type, and payment date. The report is useful for daily deposit tracking and payment reconciliation. Significance 1. The I4 report shows you all the deposit entries. It can be used to view the insurance checks and patient payments […]

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I5. On Account Payment Report

Description I5 report lists those payments that have an On-Account balance, i.e., it shows all the payments that have unapplied money in them. Significance 1. This report provides the payment details of all payments where there is unapplied money. 2. Payments from insurance companies that are not yet fully applied, as well as partially-applied patient […]

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