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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E2. Patients By Insurance Co. Report

Patients By Insurance Co. Report shows Patient Name , MR#, DOB, Patient Address, Phone (Home), Phone (Cell), City, State Zip, Country, Insured#, Group#, INS. Level, Creation Date. Filter the results by selecting the from and to Creation Dates and Insurance. The results can be sorted by selecting any of the options (Patient Name, Creation Date, INS. Level) from […]

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E3. New Patients Report

E3 New Patients Report lists new patients in the system according to the CPT code and not plainly based on patient creation in the system. It displays the patient name, MR#, DOB, Gender, Rendering Provider and Referring Provider. Search Filters for the E3 report include Acct.Date/DOS, Provider Name and the date since the patient has […]

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E4. Patient List by POS and Service Location Report

Patient List By POS and Service Location Report shows the DOS, Patient, DOB, MR#, Insurance based on Place Of Service, Service Location, Acct Type, Legal entity and Provider. Filter the results by entering the from and to DOS, Place Of Service, Service Location, Acct Type, and the Provider. Click on Search after filling all the […]

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E5. Productivity by Referring Providers Report

Description Productivity by Referring Providers Report shows the line level details of encounters of referring providers. The details include CPTs, DOSs, diagnoses, patient info, total charges, primary insurance, First claim date, Total paid, adjustment amount and the Closed date. Significance This is a line-level detailed report on referring provider productivity and the summarized version of […]

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E6. Productivity By Referring Providers Report (Summary)

Description Productivity By Referring Providers Report (Summary) gives patient details with Insurance, Charges and Payment. 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 a specific referring provider Table 1 Image 1 is […]

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E7. Patient Encounter Count By Provider

Description Patient Visit Count By Provider gives provider wise patient count with Charges and Payment details. 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 Search screen of […]

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E8. Patient/Claim Population By Insurance Report

Description E8 report shows insurance wise count of patients and count of claims generated during the given search period. The percentage of patient count under each insurance against the total count of patients is shown in E8 report. Similarly, this report displays the percentage of claims under an insurance against the total count of claims. […]

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E9. Interface Log Report

Description The interface log report presents all successful and failed transactions between PracticeSuite and different third party applications that are integrated into PracticeSuite. Search filters for the E9 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. Patient […]

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E10. Daily Imported Charges Report

E10 report provides the list of charges imported through the interface from an external system. Provide the Transaction Date range as the search parameter. Image 1 shows a sample E10 report. Image 1

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