I1. Charges By POS By Provider Report

Description The I1 report lists the place of service and the total billed by the Provider for each place of service. Significance 1. The report shows the charge split-up of each provider among the POSs. 2. The column-wise totals at the bottom of the report gives the total charges billed by each provider at all […]

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I2. Charges Billed By Month By Provider Report

Description I2 report lists the Provider-wise total billed by month. Search Filters for the I2 Report Field Description Acct. Date Line level Accounting Date Legal Entity To filter by a specific legal entity Provider To filter results for a specific provider Search Screen of I2 Report Image 1 Sample I2 report Image 2 Possible Outputs […]

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I3. Charges Billed By Month By Provider By Insurance Report

Description I3 is a report that shows the Insurance-wise total charge amounts by month. Significance 1. I3 report shows the charge split-up of providers amongst the insurances in each month. 2. Row-wise total at the right hand side gives the total charge billed by a provider against an insurance. 3. Column-wise totals at the bottom […]

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I4. Payment Deposit Report

Description The report shows the deposits posted for the month with the applied and unapplied, payment method, type, and payment date. The report is useful for daily deposit tracking and payment reconciliation. Significance 1. The I4 report shows you all the deposit entries. It can be used to view the insurance checks and patient payments […]

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I5. On Account Payment Report

Description I5 report lists those payments that have an On-Account balance, i.e., it shows all the payments that have unapplied money in them. Note: Fully applied payments (payments where the On-Account amount is Zero) are not listed here. Significance 1. This report provides the payment details of all payments where there is unapplied money. 2. […]

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I6. Posting Detail Report

Description This is a detailed payment posting report that captures the applied transaction details, the balance amount after posting, and the payment details. Additionally, the report also shows the amount allowed and the portion that is applied to copay, coins, or deductible per the remit. Multiple Excel exports are available in the report with varying […]

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I7. Payments By POS By Provider Report

Description I7 report lists the place of service and the total paid (by Provider) for each place of service where the services were rendered. Significance 1. The I7 report shows only those payments that are applied; Unapplied payments are not covered in the report. 2. The report shows the payment split-up of each provider among […]

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I8. Summary – Encounter Line Activities Report

Description I8 is a detailed charge report that captures the majority of charge transaction fields. Multiple Excel exports give varying levels of information. This master charge report can be used extensively for charge capture information, analytics, and reconciliation purposes. Significance 1. This is the master charge report. All the charge details are captured in this […]

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I9. Detailed – Encounter Line Activities Report

Description I9 is a detailed charge report with the payment activity for the date of services reflected on the report. Significance 1. The I9 report is similar to I8 report; both differ in the fields that are displayed. While I8 report shows you the primary, secondary and tertiary insurance details like insurance name, plan, member […]

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I10. Procedure Productivity By Insurance Report

Description I10 report lists all the procedures billed by insurance with a count of the procedures and totals of billed, paid, and adjusted. Significance I10 report is a CPT-based report that provides charges, receipts and adjustments for each CPT performed under an insurance in the given accounting date range. Utility 1. CPT search filter is […]

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