Tag: Report

REPORT: Deposit Slip

Judy Barnes
Purpose
This report is a breakdown of deposits in the reporting period.

Filter: Start Date, End Date

Header: Title, Date report was run

First Section Column Data: Patient Name, Payment Date, Check Number, Amount

Second Section Column Data: Patient Account Details, Patient Name, Payment Date, Check Number, Amount

Footer: Totals

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.

REPORT: Year To Date By Financial Code

Judy Barnes
Purpose
This report is a breakdown of payments collected by Financial Code.

Filter: Begin Date, End Date

Header: Title, Date report was run

Column Data: Code, Description, Charge, Insurance Paid, Insurance Adjustment, Balance Transfer, Patient Paid, Patient Adjustment

Footer: Total Charges, Total Insurance Paid, Total Insurance Adjustment, Total Balance Transfer, Total Patient Paid, Total Patient Adjustment

REPORT: Service History

Judy Barnes
Purpose
This report is a breakdown of services performed by provider and patient.

Filter: Patient Name, Begin Date, End Date, Provider

Header: Title, Date report was run

Column Data: Service Date, DX Codes, Procedure, Qty, Modifier, Fee

Footer: Total Service Charges, Total Patient Payments, Total Insurance Payments, Total Adjustments

REPORT: Provider Analysis

Judy Barnes
Purpose
This report is a breakdown of services performed by provider during the selected reporting period.

Filter: Begin Date, End Date, Provider

Header: Title, Date report was run

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

Payer Payments: Checks, Ins credit Cards, Direct Deposit. Totaled and listed by payer. Payments and adjustment totals. Payments and adjustments during reporting period for single provider only.

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: Procedures, Payments & Adjustment Day Sheet

Judy Barnes
Purpose
Generates report for a given date range that shows procedures, payments, and adjustments that were applied to a service date. Accumulates totals by payment type. (Filters by date payment was applied, not by DOS when choosing date range).

Filter: Start Date, End Date

Header: Title, Date report was run

First Section:
 Summary of all charges created in the reporting period. Summary of all payments and adjustments applied to charges during the reporting period. Column data: Claim Number, Patient Name, Type (Service or Payment), Date (DOS or Payment), Service, Amount

*Bold lines are charges that have payments applied to them in the reporting period but the charge was created outside of the reporting period. Theses bold charge(s) will not be applied towards total procedure count or total procedure value.

Payment Tool Entries
Summary of all payments accepted using the ‘Accept Payments Tool’. Column data: Patient Name, Payment Date, Payment Type, Check No, Notes, Amount Paid, Amount Applied.

Refund Payments
Summary of all refunds given in the reporting period. Column data: Patient Name, Refund Date, Payment Type, Check No, Notes, Amount, Total

Footer:
Column 1:
Total Patients: Unique patients that appear on this report.
Column 2:
Co-payments , Number of Co-pays: Counts and total all copays taken with copay tool OR set as copay using payment tool from the Manage Payment -> More Info screen.
Total Take Backs
Provider Reductions
Account Credit Applied
Column3:
Total Units/Charges
Cash
Checks
Check Insurance
Direct Deposit
Insurance Credit Card
Discover
AMEX
Visa
Mastercard
Total Payments
Total Adjustments Minus
Total Adjustments Plus
Collection
Total Adjustments
Payments + Adjustments
Total Refunds