How can we view a detailed Aging report for a selected patient?

Go to Patients from the main menu and search and select a patient from the screen.     From the new window, click on Ledger. The Detailed Patient Aging Report will be displayed. This window gives a snapshot of the details of the Last Claim and also the Total Amounts i.e. Billed, Paid by Patient, […]

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What is the workflow for patient statements and patient collections?

To generate Patient Statements, go to Report Central and choose Generate patient Statement(s) under Patient section. Enter the required parameters and click on Generate. If the patient has not made a payment after sending payments, then a pre-collection letter can be sent. For generating Pre-collection Letter, go to Report Central from main menu and choose Generate […]

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How can I see a report of payments posted from ERAs?

To view the report of payments posted from ERAs, go to Report Central and choose Payment Deposit Report under the Charges and Payments section. From the Payment Deposit Report, enter the required search parameters such as from and to Acct. Date, from and to Payment Entry Date, from and to Check Date, from and to […]

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How Do I Run Charges On Hold Reports

Select Report Central from the main menu and then click on Superbill Tally Report. Select the Appointment Date, Legal Entity, Provider, Schedule Type, and Appointment Status. Select the Superbill Status as HOLD. To Include Missed/ Cancelled reports and to Include Void Superbills, select the checkboxes for the same. The results can be sorted by choosing any sort order from the […]

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