I11. Adjustment Report

Description I11 report lists all the adjustments with the patients, date of service, and the adjustment reason. Summary and detailed filter available in the report where the summary report is high level and does not include any patient/dos details. Search Filters for the I11 Report Field Description Acct. Date Acct. date of adjustment posting; Provide […]

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I12. Procedure Count By Insurance Report

Description I12 report shows all the billed procedure codes by insurance with their count and amount. Search Filter for the I12 Report Field Description Acct. Date Line-level Accounting Date of the Charge Search Screen of I12 Report Sample I12 Report Image 2 Select the  icon to download the report as an Excel Spreadsheet and  icon to […]

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I13. Patient(s) Payment Details Report

Description This is a report that shows all charges for the selected date range, the patient payments applied with a breakup of copay/deductible paid and other patient payments, insurance paid, and the adjustment total and balance for all patients. Significance PDF output of I13 report has practice info on the header. Info includes Practice name, […]

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I14. Payment Activity Report

Description This is a line-wise activity report containing the applied reversed and transferred amounts and each activity reported in a separate line and with the user who processed the activity. Search Filters of I14 Report Field Description Acct. date Provide the Accounting Date range of the payment Activity Payment Date Provide the payment Date range […]

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I15. Monthly Census Report

Description Mostly used for institutional billing, the report contains some UB04-specific information and shows the billed and paid amounts. Additionally, the aging in the report shows the responsible entity that owes the balance (patient/insurance). Search filters for the I15 Report Field Description Acct. Date Line Level Accounting Date DOS Provide Date of Service range Legal […]

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I16. Insurance Reimbursement Variance % Report

Description A report that compares the actual posted with the fee schedule (based on the allowed) and reports the variance. Significance I16 report provides patient-wise listing of under payments done by insurances. Only those claims where payment accounting date fall in the given period will be displayed. All underpaid entries will be red highlighted in […]

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I17. Financial Summary By Type Of Service Report

Description I17 report displays the financials by Legal Entity, Provider, and Type of Service. Significance Type of Service for each procedure is set from the Encounter Procedure Set up screen under ‘Additional Information’. If no type is set here, it will take it as ‘Other’. The I17 report shows the charges, payments by insurance, payments […]

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I18. Credit Card Transaction Report

Description Credit card transactions are linked to a third party software through a payment gateway. I18 Credit Card Transaction Report lists all the Credit card transactions between PracticeSuite and the third-party software. The payment gateway is configured in the Practice Options setup page. Significance 1. Credit card batch report for USIO payments can also be […]

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I19. Insurance Payment Analysis Report

Description The report shows the total insurance paid and adjusted by date of service. Search filters for the I19 report Search Filter Description Acct. Date Posting Accounting date of the Insurance payment Legal Entity To filter results for a specific legal entity Provider To filter results for a specific provider Search Screen of I19 Report […]

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I20. Payments By Month By Provider Detailed Report

Description This is similar to the I15. Monthly Census Report with subtotals by Provider and Case Type. Significance 1. I20 report has an excel output which displays the month-wise sum of receipts and on-account balance of each provider (screenshot provided beneath this article). Search Filters for the I20 Report Filter Description Acct. Date Accounting Date […]

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