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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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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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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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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D2. Detailed – Insurance Aging Report

Description D2 report is a detailed aging report which provides the details of patients constituting the insurance A/R. Details include their line details such as the procedures, amounts, balances, previous collection follow-up activities, etc. Significance 1.If you want to view the insurance A/R and know the patients that constitute this insurance A/R, you can run […]

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I1. Charges By POS By Provider Report

The I1 report displays the charges billed by each provider categorized by Place of Service(POS) in the specific Accounting Date period or DOS. Search filters for the report include Date Type(Select either Acct. date or DOS), Legal Entity and Provider. Image 1 is the I1 search screen. Image 1 Click on Search to view the result. Image […]

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H2. Operational Dashboard (Drill Down)

Description Operational (Drill Down)Dashboard  is a report on the Key Performance Indicators(KPI). KPIs  are color-coded. Green indicates that the parameter is in good standing whereas red indicates an alert that the KPI requires immediate attention. Yellow indicates a warning that the parameter could worsen if not taken care of. This report shows the KPIs of […]

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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. Table 1 lists the search filters of E1 report. Field Description Date Type Choose between Acct. date or DOS and provide the date […]

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