J1. System Financial Summary Report

Description J1.System Financial Summary Report shows provider-wise system financials. Significance This report provides a summary of the financial information against each provider in a legal entity. It is also a good month-end report which provides a comprehensive view of the provider transaction in a legal entity and contains information such as Charges, Total Payments, Adjustments, […]

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J2: Patient Financial Summary by Legal Entity Report

Description Patient Financial Summary by Legal Entity Report displays a comprehensive view of the patient financial transactions against the provider and legal entity. It gives an idea of patient financial transactions and outstanding amount for the patient along with insurance payment details. This report can be downloaded either as excel sheet or as PDF file. […]

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J3. Patient Insurance On- Account Report

Description Patient Insurance On-Account Report lists down the outstanding line items in the patient account under the selected insurance. The report also displays total payment done by the selected insurance and total unapplied amount in the payment. Utility 1. The top part of the report displays Total Amount Paid by the selected insurance and the […]

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J4. Patient On- Account Balance Analysis Report

Description Patient On-Account Balance Analysis Report shows all the patient responsible lines that have an outstanding amount. Significance 1. This report shows you the patients that have open patient-responsible lines. The total payment made by the patient and the unapplied money is displayed as well.  Before you generate patient statements, this report helps you to […]

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J5. Provider Productivity Report

Description Provider Productivity Report projects the procedures (CPT) performed under each Type of service (TOS) and its total billed amount along with payment received and adjustment made as write off. The total payment and write off amount are tallied with total billed amount to give total outstanding billed amount against the providers. Significance This report […]

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J6. Charges/ Payments Reconciliation Report

Description Charges/Payments Reconciliation Report is one of the effective reports to identify the payments received against the charges billed for a given period of time. It is a one single spreadsheet report with summarized and detailed information about the charges entered into the system and payment posted against it along with on-account information. It also […]

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J7. Monthly Activity Analysis Report

Description Monthly Activity Analysis Report recounts the monthly activities pertaining to Charges, payments and adjustment for the preceding twelve months prior to the search date. It is a tabular representation wherein the yearly data is summarized conveniently into a single page illustration. Significance It provides practices an overview of their performance and trends in revenue […]

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J8. Financial Productivity By Month Report

Description Financial Productivity By Month Report recounts monthly financial activity such as charges, payments, adjustment and outstanding AR throughout the year. The year to date (YTD) data comprised separately for each provider in a table along with total YTD financial activity information. Significance This is a provider -wise month-end report with a graphical representation of […]

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J9. Daily/ Month End Close Report

Description This report provides a summarized view of the transactions that are entered in the system. The report can be generated either daily or monthly. Significance Daily / Month End Close Report is one of the effective and commonly used reports to monitor daily or month-wise patient visits and billing details. The report displays the count […]

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J10. Year-To-Date Receipts and Adjustments Analysis Report

Description Year-To-Date Receipts and Adjustments Analysis Report displays the receipt analysis and adjustment analysis for the past twelve months. Note: Payment information excludes on-account information. Significance 1. There are two  icons. The first icon produces an exact copy of the report in an excel format. The second excel output displays service-location-wise payment and adjustment details […]

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