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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, Facility 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).


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.



  • 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.

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

  • 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)