Description H1 report is a multi-sheet excel report containing key appointment and transactional metrics with separate sheets for the dashboard, graphs, and appointment info. Significance The report is generated as an excel which has three sheets 1. Dashboard 2. Graphs which contain the following info a. Gross Charges b. Gross Receivables c. Avg. lag Days […]
Category: H. Dashboard
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 […]
H3. End Of Month Report Package
Description A multi-sheet excel report containing separate sheets for charges and payments and for different categories of data viz. by provider, payer, POS, locations, type of service, and financial class. It displays the following info. 1. Total Charges and Payments By Month 2. Charges/ Payments/ Adjustments By Financial Class 3. Monthly Charges By POS 4. […]
H4. Billing Dashboard Report
Description H4 report provides a bird’s eye of the various transaction activities and KPIs and supplements the H2 report for getting better insights into revenue cycle performance and the practice’s health. Significance 1. Some of the Key Performance indicators that can be viewed on the Report are 1. Charges- Posted/Unposted/Pending charges. 2. Payments/ On Account- […]
H5. Productivity 360
Description A multi-sheet excel containing high-level data of charges and payments by month with referring provider, type of service, payer, and procedures. Significance H5 Report excel report contains a graphical representation of 1. Top 10 Rendering providers by TOS by payments 2. Top 10 Rendering Providers by TOS by Charges billed 3. Top 5 TOS […]
H6. Denial Analysis Report
Description The H6 report is a multi-sheet Excel, with each sheet listing different denial analysis information. The report captures the denials by: description, payer, procedure code, provider, count, non-payable denials, and denials older than 180 days. Search Filters of H6 Report Field Description Acct. Dates Provide the Accounting date range Legal Entity Provide LE to […]
H7. Value-Based Reporting
Description This is a multi-sheet Excel file containing both graphical and analytical data capturing the billed, paid, and expected by patients and by insurance. Additionally, the report also shows the billed-to-paid lag by payers and by procedure code. Significance The Work Value Summary lists each insurance/patient along with the charges, paid amount, balance amount, adjustments […]
H8. Billed to Paid Lag Time
Description This is a report of billed to paid lag for procedures, payer, payer type, and payment type. Significance The report is in the form of an Excel file that contains four tables to depict BILL TO PAID LAG TIME, categorized by procedure, payer type, payment type, and insurance. Search Filters for H8 Report Field […]
H9. AR Management
Description The H9 report provides billing and collection data by modality (line of business). Significance AR management dashboard has two sheets: Sheet 1 has information on the revenue collected in each of the modalities given, along with the pending amount. Sheet 2 provides an in-depth view of the amount collected. Each row has information on […]
H10. Work Value Summary Report
Description The H10 report shows line-level billing and collections data with a split up of primary, secondary, and tertiary paid amounts and with the type of service. Significance H10 is similar to Sheet 2 of H9. AR Management report but H10 has additional fields to showcase the Paid amount split among primary, secondary, and tertiary […]