J1. System Financial Summary Report

Description J1.System Financial Summary Report shows the provider-wise breakup of charges, payment, adjustments, and A/R and procedure count. Significance 1. 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 […]

Read More

J2. Patient Financial Summary by Legal Entity Report

Description J2 report is a patient balance report that contains totals of charges, insurance paid, patient paid, adjustment, balance, and on-account. Search Filters of J2 Report Field Description Date Type Choose Acct. Date (Line level accounting date of charge) or DOS and provide the date range; Patient To filter the report for a specific patient […]

Read More

J3. Patient Insurance On- Account Report

Description A patient balance report that contains basic charge information for the selected insurance and the insurance on-account. Significance 1. The top part of the report displays Total Amount Paid by the selected insurance and the total unapplied amount; the details of the payments made can be viewed by clicking the button in the right […]

Read More

J4. Patient On- Account Balance Analysis Report

Description This is a similar patient balance report as J2 but includes the line level details. 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; the details of the payments made can be viewed by clicking […]

Read More

J5. Provider Productivity Report

Description The J5 report shows billed totals and counts by procedure and type of service. It shows both the selected date period and the YTD. Significance This report is similar to the I10 report; the difference is that J5 does not have the insurance split. The report shows a summarized view by default (it has […]

Read More

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 […]

Read More

J7. Monthly Activity Analysis Report

Description Monthly Activity Analysis Report recounts the monthly activities pertaining to Charges, payments and adjustments 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 1. It provides practices an overview of their performance and trends in […]

Read More

J8. Financial Productivity By Month Report

Description J8 report provides Month-wise charges, payments, adjustments, and ending A/R by provider and Practice and with the option to show with or without graphical data. Significance This is a provider -wise month-end report with a graphical representation of the financials. Search Filters of the J8 Report Field Description Date Type Select Accounting date or […]

Read More

J9. Daily/ Month End Close Report

Description The J9 report gives a month-wise or daily summary of charges, payments, adjustments, starting and ending A/R, visit count for the month or day, and breakup of new and est. visits (non-e/m visits). The report also captures the applied and on-account (unapplied/credit balances) separately for insurance and patient payments. Significance 1. Daily / Month […]

Read More

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

Description Year-To-Date Receipts and Adjustments Analysis Report displays the payments received and adjustments made in 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 […]

Read More