Category: Reporting

REPORT: Patient Statement by Batch

Matthew Richard
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.

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: Practice Analysis

Matthew Richard
Purpose
This report is a breakdown of goods and services performed by clinic any and all providers, also include cash sales.

Filter: Begin Date, End Date, Provider

Header: Title, Date report was run

Column Data: Code, Description, Tax Amount, Amount, Units, Average

Patient payments: Taken in using Accept payment Tools, Total and amount applied

Payer Payments, checks, ins credit Cards, Direct Deposit. Totaled and listed by payer. Payments and adjustment totals.

Footer: Total AR Balance, Total Procedure Charges, Total Tax Amount, Take Backs, Total Cash, Total Co-Payment Amounts, Total Checks, Total Co-Payment Count, Total Checks Ins, Total Provider Reductions, Total Direct Deposit, Total Gross Sale, Total Discover, Total American Express, Total Visa, Total Master Card, Total Take Backs, Total Payments, Total Adjustments Minus, Total Adjustments Plus, Total Write Off, Total Collections, Total Adjustments, Total Adjustments + Payments

REPORT: Detailed Day Sheet

Matthew Richard
Purpose
The Detailed Day Sheet takes a time range as input (*NOTE The time range can be longer than one day *). The Start Date begins at 12:00 AM of the date selected. The End Date occurs at 11:59 PM of the selected date. All charges and payments collected during that period are summarized in the footer section of the report. All payments by patient or patient guarantor are categorized as ‘Patient.’ Funds deposited electronically, manually entered by insurance check, or applied using Auto Post are categorized as Payer.
Filter: Start Date, End Date

Header: Clinic Info, Report Info

Column Data: Patient Name, Claim No., Fee (+), Payments Patient (Cash, Check, Other – CC), Payer Pmts & Adjustments, Applied Credit

Footer: Patient Payment Summary, Payer Payment Summary, Total New Charges vs. Payment Analysis

View test data on report: Detailed Day Sheet Report

Audit Log

Kayce Cole

    Filter Values – Filter by the selected columns value

  1. Modified By
  2. Action
  3. From Date
  4. To Date
  5. Patient Name
  6. Reset Action Button- resets filter values.

    7. Data Columns

  7. Table *scheduled for removal
  8. Column *scheduled for removal
  9. Action
  10. Screen
  11. Old Value
  12. New Value
  13. Date
  14. Time
  15. Modified By
  16. Patient
  17. IsModified

REPORT: All Patients Balance

Kayce Cole
Purpose
The ‘All Patients Balance’ Report is a comprehensive list of non-zero balances for all active patients in the database.

Filter: NA

Header: Date/Time Generated, Total Patient Balance Report

Column Data: Name, Begin Date, End Date, Balance, Insurance Balance, Patient Balance, Credit Balance

  • Name – Patient Name
  • Begin Date – Oldest DOS with an open balance
  • End Date – Most recent DOS with an open balance
  • Balance – Total balance owed across all DOS. Insurance balance + Patient balance
  • Insurance Balance – Sum of services/procedures assigned as insurance responsibility
  • Patient Balance – Sum of services/procedures assigned as patient responsibility

Footer: Total