B1. Superbill Report

Description Providers can print this report for documenting the diagnosis and procedure codes of the visit essentially for billing purposes. Search Filters of B1 Report Field Description Appt. Date From/To Provide Start and End dates or select an appropriate date range from the drop-down. Legal Entity To generate the report for a specific legal Entity […]

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B2. Superbill Tally Report

Description This is a report to reconcile appointments with manually entered charges and to review if the appointments for the selected date period have been billed. The report will indicate an “X” if no superbill and “New” or “Hold” if a superbill has been created and left in an unbilled status. Significance 1. To identify […]

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B3. Superbill Activity Report

Description A visit summary report with each date of service on a separate page on the report and contains financial info such as copay and balance dues from both patient and insurance and with billing info- procedures, diagnosis, units and billed amount. Providers can print the report to review the visit info and to document […]

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B4. Pre- Billing Charges Report

Description Like the Superbill Activity Report, this report can be printed for Providers to document the visit summary and the procedures and diagnosis code to send to billing. Search Filters of B4 Report Field Description Appt. Date From/To Provide Start and End dates or select an appropriate date range from the drop-down. Legal Entity Search […]

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B5. Authorization Tracking Report

Description This report lists the authorizations with their remaining visit counts and their expiration date. Significance 1. The report provides payer-wise authorizations received by each patient in the given date range. 2. Click on  to generate the report as an Excel or the  icon to generate the report as a PDF. Search Filters of B5 […]

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B6. Appointments – Charges Reconciliation Report

Description Alike the superbill tally report, this is a reconciliation report that captures whether the charges are posted and billed for the appointments. This report is helpful for reconciling bills that cross over from an external EMR system. Significance B6 Report has three outputs: two excel outputs and one PDF. The first excel output and […]

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