Reports

Report Summary

Used to understand currently outstanding money expected to be received on outstanding claims.
AR reports are usually inflated due to fee schedules being higher than the amount paid by payers.

Four types of AR Report are available:
- Practice AR - Accounts Receivable for the all claims within the system.
- AR by Patient - Listing Patients that have money outstanding.
- AR by Payer - Listing Payers that have money outstanding.
- AR by Aging (Aged AR) - Listing AR based on how long it has been on file.

There are two core modes in which the report runs:
- By Entry Date - the report will collect total charges entered from services with the date range and subtract payments entered withing the date range.
- By Service Date - the report will collect all payments on charges that have a service data matching the date range.

Monitoring your practice AR allows you to verify if your practice is successfully collecting money due.
An goal for best practice to always work towards achieving zero AR. This is done by:
- Collecting money from patients.
- Collecting money from Insurance Companies.
- Using Collection Agencies for bad dept.
- Writing Off noncollectable money correctly. (Contractual or Bad Debt).

The one stop shop report for outstanding receivables.
Formatted to provide working lists for Billers - including Patient and Insurance contact information.
Can generate summaries.
Can be filtered by Claim Age, Providers, Locations, Bill Code, Patient Name, Payers, Payer Type and Balance Amount.
This report should be reviewed regularly and worked actively.

Provides Service and Payment information for a 'day' (can be run for date ranges too).
Can be printed for insertion into 'Day Packs'
Provides totals for reconciliation with deposits,credit card systems. and EoBs.
Can additionally provide audit information.
Usually run by Entry Date (Service and Payment)
Can be filtered by Provider, Location, Facility, Place of Service and User.
Can create summary reports including Year and Month to Date.
Report creates a new 'Page' for each Provider and Location combination.
Summary is always the last page.
What's the difference between Daysheet and Reconciliation Daysheet?
- Daysheet is designed to be printed into a Day Pack and summaries shown to Providers.
- Reconciliation Daysheet is designed for Reconciling Billing Posting Sessions and Front Desk End of Day.

Provides Service and Payment information in the order it was entered.
Used to reconcile day packs, batch EoB entry, Point of Sale, Superbills.
Designed to be Printed, Exported to Excel and worked on-screen with drill down to claims.
Shows Pre-payment transfers.
Includes Summary of Payment and Adjustment Code usage.
Can be filtered by Provider, Location, Facility, User and Check Number.

Lists Superbills that have been linked to claims.
Can additionally lists printed Superbills that have not yet been linked to a claim (Outstanding Superbills).
Only used with Printed Superbills.
Usage ensures claims are entered for all visits in a day.

Primary Use of this report is to ensure that claims entered for a given day were Printed or Filing Electronically to their respective Payers.
Run by Claim Sequencing to make sure claims entered for the day have been filied.
Run by Mailing Date to review what was sent for a given date.
Run by Service Date to review practice efficiency of claim filing for a given date. (Compare Date of Service to Claim Creation Date to Mailed Date)
Entered Column is Date Filing Status was Created.
Mailed is the date of Filing (Filing History Entry Date)
Exists to report on Filing Status and Filing History
Filing History Mail Date is the date a Filing History was created.
Filing Status Date is the either the date a claim was created or the date the claim was transferred.
Does not show Patient Filings (Transfer to Patient)