Tag: 2/3

REPORT: Day Sheet By Provider

Judy Barnes
Purpose
The Day Sheet by Provider takes a time range and providers 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 for claims regitered to the selected provider(s) 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, Provider Name, Claim No., Fee, Cash, Check, Payer, Other, Adjustments

Footer: Patients-Cash, Patients-Checks Rcvd, Patients-Credit Card, Patients-Total Rcvd, Payer-Payments Check, Payer-Payments Direct Deposit(EFT),Total Payer-Payments, Patient Std Adjustment,
Payer Std Adjustment, Courtesy Discount, Total Charges, Total Received, Total Adjustment, Total Due, Total Collected, Collection Ratio

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: 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

 

Locations

Judy Barnes

Many times your office or organization operates from multiple locations. The Locations table allows you to associate as many addresses with your organization as you need. Select Locations from the Practice Management Submenu.

PM_LocationAddress

  1. Add a Location

Add a location by clicking the Create button.

  1. Alias Name you know the location by. e.g. Rose Street Office, Billing Office, etc.
  2. Street1  – Address of the location
  3. Street2 -Address of the location
  4. City -City of the location
  5. State -State of the location
  6. Zip -Zip of the location
  7. Phone -Phone number for the location
  8. IsBilling – This location info will show up in box 33
  9. IsService – This location will show up in box 32
  10. Group NPI & Use This – If you need to have individual NPI numbers on the 1500 claim but a group NPI in Box 32a , put group NPI in this box and select use this. This is called Box 32a Override. ++1500 will pull NPI from top location only++
  11. Form 1500 Information 33a(Group NPI) -++1500 will pull NPI from top location only++

2.  Edit a Location

Change any of the above information.