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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E3. New Patients Report

Description E3 New Patients Report is a patient list for the charges for the selected date period with subtotals for appointment count and with total charges and remaining A/R for all patients and new patients shown separately. Search Filters for E3 Report Field Description Date Type Choose between Acct. date or DOS and provide the […]

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E4. Patient List by POS and Service Location Report

Description E4 report lists patients by place of service and service location based on the location selected for their charges. Search Filters of E4 Report Field Description DOS Provide DOS range to filter results for a specific DOS range Place of Service Provide POS to filter results for a specific POS Service location Provide a […]

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E5. Productivity by Referring Providers Report

Description E5 report is a line-level charge details report with totals of billed, allowed, paid, and adjusted by Referring Provider for the selected date period. Significance This is a line-level detailed report on referring provider productivity and the summarized version of this report is the E6 report. Search Filter of E5 report Field  Description DOS […]

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E6. Productivity By Referring Providers Report (Summary)

Description Productivity By Referring Providers Report (Summary) gives details of patients seen by referring providers in the specific DOS or accounting date range. Search Filters for E6 report Field Description Date Type Select either Acct. Date or DOS and provide the date range Service location To filter by service location Referring Provider To filter by […]

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E7. Patient Encounter Count By Provider

Description This is a provider-wise report showing patient and visit count and with totals of charge, paid, and balance. Search Filters of E7 report Field Description Date Type Choose either Acct. date or DOS and provide the date range Legal Entity To filter by a specific billing entity Provider To filter by a specific provider […]

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E8. Patient/Claim Population By Insurance Report

Description E8 report shows patients, Claims, and Appointments count and percentages by insurance. Significance This report has a visit count column which displays the count of patients examined sorted by insurance. The E8 Report has an excel and PDF output. Search Filters of the E8 Report Field Description Creation Date Patient Creation date DOS Provide […]

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E9. Interface Log Report

Description This is essentially an interface activity log of all messages received or sent through the interface. All inbound and outbound transactions viz. demographics, appointments, charges, payments, and any other types of transactions processed through the interface and their status whether it was successful or failed, and for any that failed, display the rejected reason. […]

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E10. Daily Imported Charges Report

Description E10 report provides the list of charges imported through the interface from an external system. Search Filters of E10 Report Field  Description Transaction Date This is used to filter out transactions in a particular date range. By default, it is set to the previous week. Search Screen of E10 Report Sample E10 Report Image […]

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