Author: Kayce Cole

Report: Patient Statement by Batch PR

Kayce Cole
Purpose
The batch report will print statements for every patient with a non-zero balance in the selected range of last names. The patient statement will fit in standard double window #9 envelopes. The statement will list the remaining total for all services that have been marked as patient responsibly from the Manage Payments screen even if the balances are paid off. If there is a check mark next to the CPT/Service in manage payments screen will show up on this type of statement

Filter: Last Name Range, Start Letter, End Letter
Minimum amount of patient balance, Number of days since a statement was generated.

Header: Clinic Address & Pt Info for Standard Envelope Window,

Column Data:DOS, Patient or Payment source, Code, Description, Charges marked as patient responsibility

Footer: Taxes applied table , Balance Due, Patient Account Credit

Report: Route Slip

Kayce Cole
Purpose
This report will allow you to print batch of Route Slips

Filter: Start Date, End Date, Provider

Header: Clinic Name, Printed on Date

Top Section: Patient Last Name, First Name, Appt Date, Appt Time, Patient Address, Insurance Balance owing, Patient Balance Owing, Patient DOB, Patient phone number, Patient Email address, Appt provider, Last visit, Next appt, Primary Ins, Copay, Alert

Column: Configured by clinic. 3 columns open for data specific to the clinic. See how here: Route Slip Configuration

REPORT: Manage Patient Payments

Kayce Cole
Purpose
Manage Patient Payments displays all charges, patient payments, and payer payments within a reporting period. Displays similar to Manage Payments in the patient account

Header: Date report was run, Time report was run, Start Date, End Date
Clinic Address

Patient/ Date of Birth

Column Date: Date of Service, CPT code, Payment, Who Paid, Payment Date, Pay/adjust/code, Reason, Provider

Footer: Ins owes Total, Ins paid Total, Patient owes Total, Patient paid Total, Patient Account Credit

REPORTS: Electronic Submitted Claims

Kayce Cole
Purpose
Detailed information regarding electronic claim submissions by batch and patients included in each batch with totals

Input: Start Date, End Date

Header: User Name, Date/Time, Start Date, End Date

Column Data 1: Batch ID, Claim Count, Time Submitted

Column Data 2: Batch ID, Claim #, Patient Name, No of Charges, Total Charges ($)

Footer: Grand Total, No of Charges, Total Charges ($)

Route Slip Configuration

Kayce Cole

  1. Left Column
  2. Center Column
  3. Right Column
  4. Save

Each box has text edit options for Bold, Italic, and Underline. Text edit options are located on the upper left corner. These fields correspond to the columns located on the bottom two-thirds of the printed route slip. The default values are just an example of how you can lay out your route slips.

*The header information that appears on the route slip is generated based on appointment data.

Related Link:
How to use the Route Slip

REPORT: Patient Call Back List

Kayce Cole
Purpose
The ‘Patient Call Back List’ generates a list of patients who have a documented encounter since the “visit on file since” but have not had another encounter since” not seen since”

Filter:
Visit on file since- Example 1/1/2018
Not Seen Since- Example 1/31/2018
Click Generate
*With these filter values the report will generate patients that were seen in January 2018 but not seen since.

  1. Patient Name
  2. Date of Birth
  3. Phone Number
  4. Email
  5. Last Visit date- Last date a visit was generated and saved
  6. Provider- provider seen as last visit. Will not populate provider if cash sale was not associated with provider
  7. Count of visits- How many visits/cash sales in the time period

Patient Info

Kayce Cole

Patient info is a small glimpse of information for the selected patient.

Patient Info displays a photo of the patient. Add Patient Photo
Patient Name
Date of Birth
Insurance- Primary payer will be listed. If there is insurance the company will be listed or non-insured payer name.
Last Exam- Calculated from the checkbox on a visit.
Auth- If there is an authorized amount of visits in a time period entered in patient payer info.

REPORT: Batch 1500

Kayce Cole
Purpose
This report will print all claims matching the applied filters. All claims will print on one multiple page report. Use this option instead of printing each 1500 individually from the billing screen.

Filter: Start Date, End Date, Payer, Provider, Service Address, Billing Address.

Header: Title

By clicking the generate button, all claims with status NEW matching the filter criteria will be output to a 1500 form for printing.

CLAIM STATUS INDICATOR CHANGE: On the Billing screen, the claim status will be set to Printed.