I1. Charges By POS By Provider Report

Description The I1 report lists the place of service and the total billed by the Provider for each place of service. Significance The report shows the charge split-up of each provider among the POSs. The column-wise totals at the bottom of the report gives the total charges billed by each provider at all the POS. […]

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E1. Referring Provider Patient Count Report

Description The report captures referring provider with the rendering and appointment provider with patient counts and the totals of charges, paid, adjustments and balance. Search filters of E1 report Field Description Date Type Choose between Acct. date or DOS and provide the date range Legal Entity Select a billing entity for filtering results for that […]

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E2. Patients By Insurance Co. Report

Description Patients By Insurance Co. Report lists the insurances and the patients associated with these insurances and their levels. Significance Patients with end-dated insurances can be identified from the report as  well as the excel output; insurance end-date is included at both places. Search Filters of E2 Report Field Description Creation Date Provide patient record […]

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K1. EHR Visits-Superbill Reconciliation Report

Description This was earlier named Uncharted Visits by Provider Report and is a reconciliation of EHR charts against superbills created. It shows the chart creation details, superbill creation date and appointment details in the specified Appt. date/DOS range.   Significance 1. K1 report will display all charts in the specified date range whether superbills are created […]

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J1. System Financial Summary Report

Description J1.System Financial Summary Report shows the provider-wise breakup of charges, payment, adjustments, and A/R and procedure count. Significance This report provides a summary of the financial information against each provider in a legal entity. It is also a good month-end report which provides a comprehensive view of the provider transaction in a legal entity […]

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K2. Incomplete Patient Records Report

Description Incomplete Patient Records Report provides a list of all patients whose records are incomplete in the system. Significance This report aids in tracking patients with appointments in the given date range having incomplete record in the system. Incomplete records are those wherein Patient Demographics shows ‘Patient Info Incomplete’ warning. The report has the appointment […]

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H1. Executive Dashboard

Description H1 report is a multi-sheet excel report containing key appointment and transactional metrics with separate sheets for the dashboard, graphs, and appointment info. Significance The report is generated as an excel which has three sheets 1. Dashboard 2. Graphs which contain the following info a. Gross Charges b. Gross Receivables c. Avg. lag Days […]

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F1. Active User Report

Description The report displays the users added within the creation date range and their last login date and time. Significance If no search filters are provided, F1 report displays all the users created in the system. This report also highlights how much each user is active in the system by providing their last Logon date. […]

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J3. Patient Insurance On- Account Report

Description A patient balance report that contains basic charge information for the selected insurance and the insurance on-account. Significance 1. The top part of the report displays Total Amount Paid by the selected insurance and the total unapplied amount; the details of the payments made can be viewed by clicking the button in the right […]

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A1. Appointment Schedule Report

Description Appointment Schedule Report is a detailed appointment report that includes some patient financial info. The additional info is copay amt (saved), patient balance, and on-account balance. Significance This report is a detailed report that shows you all the appointments in a day or a date range. It gives the appointment type, time, status and […]

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