Description
J1.System Financial Summary Report shows the provider-wise breakup of charges, payments, adjustments, and A/R and procedure count.
Significance
1. This report provides a summary of the financial information against each provider in a legal entity. It is also a good month-end report, which provides a comprehensive view of the provider transaction in a legal entity and contains information such as charges, total payments, adjustments, on-account, net A/R, Total A/R, and procedure counts. It is similar to the J9.Daily/Month End Close Report.
2. In the On Account column, on-account breakup between the current and other months is shown as a mouse-over (indicated by an arrow in Image 2).
3. The total A/R depicted in the J1 report is the A/R As on Date and does not depend on the dates provided in the filters.
Utility
1. The report can be customized using filtering options such as Account Date From, Account Date To, Legal Entity, and Provider. Also, selecting the option ‘Year-To-Date’ will generate the report for the current year.
Search Filters of the J1 Report
| Field | Description |
| Acct. Date | Accounting Date Range
Charges: Line level Acct. Date Payments: Payment Posting Acct. Date |
| Legal Entity | Billing Entity |
| Provider | To view results of a specific provider |
| Period-To-Date/Year-To-Date | To generate the report for the current year, choose Year-To-date |
Table 1
Search Screen of J1 Report
Sample J1 report
Possible Outputs of J1 Report
| Output | Download and View Sample |
| Excel |  |
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