E1. Referring Provider Patient Count Report

Description Referring Provider Patient Count Report shows the patient count by referring provider. It also shows the total charges, payments, adjustments, and total remaining amount. It has both detailed and Summary view. Search filters of E1 report Field Description Date Type Choose between Acct. date or DOS and provide the date range Legal Entity Select […]

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K1. Uncharted Visits by Provider Report

Uncharted Visits by Provider Report shows uncharted visit details of patients with provider and Legal Entity. Select the Legal Entity and the number of results to be shown per page. Click on Search to continue. Image 2 Select the  icon to download the report as an Excel Spreadsheet.    

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J1. System Financial Summary Report

Description J1.System Financial Summary Report shows provider-wise system financials. Significance This report is similar to J9.Daily/Month End Close Report. 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

Executive Dashboard shows Gross Charges, Average Lag Days, Gross Patient Receivables, Gross Receivables, Cash Receipts, Co-Payments, Adjusted Denied Claims, Credit Balance Refund, Credit Balance, Appointment Scheduling Statistics, Insurance Receivables, Collections and Graphical Representation of Gross Charges, Avg Lag Days, Gross Patient Receivable, Top 10 Insurance Receivables and Appointment Schedule Status. Choose the date as on […]

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F1. Active User Report

Description Active User Report shows all the users created in the system.  It includes details such as User Name, Name, User Type, Primary Legal Entity, Creation Date, Last Logon Date & Time, Inactivation Date. Significance If no search filters are provided, F1 report displays all the users created in the system. This report also highlights […]

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J2: Patient Financial Summary by Legal Entity Report

Patient Financial Summary by Legal Entity Report displays a comprehensive view of the patient financial transactions against the provider and legal entity. It gives an idea of patient financial transactions and outstanding amount for the patient along with insurance payment details. The report can be filtered utilizing the filter options such as Account Date/DOS, Patient, […]

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J3. Patient Insurance On- Account Report

Patient Insurance On-Account Report lists down the outstanding line items in the patient account under the selected insurance. The report also displays total payment done by the selected insurance and total unapplied amount in the payment. Select the Insurance and the Patient to filter down the results. Image 1 Click on Search to continue. Image 2 Select […]

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A1. Appointment Schedule Report

Description Appointment Schedule Report is one of the scheduler level reports that displays detailed information on the scheduled appointments with appointment date and time. 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 also includes patient […]

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D1. Summary – Insurance Aging Report

Description D1 report displays the aging summary based on the insurances and provides a bucket wise listing of Account Receivables for each of them. Significance The purpose of the summary-Insurance Aging Report is to follow up outstanding insurance balances. Items on the report are aged based on the date the claim was generated for the […]

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