DuxWare Release Note - 09/02/2018
Reports
Saved Reports
You will no longer need to remember the criteria that you selected on previously run reports. Your Practice Management System can do it for you. You can see the criteria for previously saved reports and save your own criteria. Saved Reports feature is strategically placed in the A/R Reports, Revenue Reports, Collection, and Patient Reports. If you find a report in our system that does not have this option and you would like to have it, please let a member of our Support Team know so that we can add it for you.
Example: In this example, Dr. Test routinely asks for a report for specific procedures performed at the surgery center for the prior month that requires specific criteria. Set the criteria, Select Save As: Dr. Test Monthly Surgery Center Data. Once you select your criteria, you can select [Save As] and name your report criteria before or after you run the report.
Name your report.
You can see your Saved report on the left under Saved Criteria. You have the option to delete, edit, save as a favorite, or share the report with other users that have access to this report. A listing of Recent Reports is also saved for you to reference.
Collections
- Dunning Report - Exports to .csv/open in Excel (Filter and export the Dunning Report to suit your needs.)
Listing
Claim Summary Report
This very useful report is under reportstab>Listing. More filtering options have been added to the report.
- Bill Code
- Payer Type
- Aging
Additional information has been added to provide more information for service details.
- • Column headings for Excel export: Provider, Location Claim #, Service line, Claim Age (Days), Service Date, Procedure, (Modifiers : M1,M2, M3,M4), Units, Patient Account, Patient Name, Last Payment, Charges, Total Payments, Total Credit, Total Debit, Patient Payments, Insurance Payments, Total Adjustments, Patient Balance, Filed To, Policy Number.