Reports

Report Summary

Accounts Receivable (AR)

• 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.

• AR is calculated by subtracting payments and adjustments from total charges.

• 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.

• Batch Date mode available (similar to Entry Date using Batch Date instead)

• Can be filtered by Provider, Location, Factility and Place of Service
• Data formatted in PDF or Excel.

• 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).

Collections

Collection Manager

• Generates Statements and lists of Patients receiving statements
• Based on current claim balance, claim filing order and bill code.

Statement History

• Used to review the record of statement generation.

Dunning Report

• 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.

Daily

Daysheet

• 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.

Reconciliation Daysheet

• 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.

Superbill Recap

• 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.

Claims Filing Status Report

Appointments

Daily Reconciliation'