Category: J. Financials

Description Monthly Payments By Month By POS Report displays the month-wise payment amounts made against the providers at each Place of Service in the specified Accounting date range. The payment amount includes insurance as well as patient payments. Search Filters of J20 Report Field Description Accounting date Accounting date range of Payment posting Legal Entity […]

Description The J21 report provides information on procedure-wise allowed and paid average by insurance. Search Filters for J21 Report Field Description Date Type Select either Acct. Date or DOS and provide the date range Payer ID Provide unique Payer ID of the insurance to view results for a specific payer CPT Code To view results […]

Description The J22 report summarizes procedure-wise totals for billed amounts, payments (separately for insurance and patient), adjustments, outstanding balances, and encounter counts for both the selected period and year-to-date. The report can be generated by Line of Business or Payer Types, with an optional breakdown by provider. Significance The J22 report has been upgraded to […]

Description It gives the location-wise totals of charges, payments, adjustments, and ending A/R with visit counts by payer type. The report also includes the charges and payments average. Significance J23 is similar to J9. Daily/Month End close report. The main difference between them is that J23 report shows the service location and payer type. It […]

Description J24 report gives the Count of diagnosis billed by place of service. Search Filters of J24 Report Field Description Acct. Date Line level accounting date of charge Legal Entity To filter results for a specific legal entity Provider To filter results for a specific provider Place of Service To view the details at a […]

Description All the info within a downloaded ERA (claim and line details and the payer remarks and adjustment codes) is shown in this report. Users can view the ERAs for the selected creation date range or limit it to show only the unposted ERAs. Significance Running ERA Detail report is a convenient way to identify […]

Description J26 report gives a provider break up of paid and visit count by insurance. Search Filters of J26 Report Field Description Acct. Date Provide Accounting date range Payer ID Unique ID of the Insurance (refer Insurance Master) Insurance/ Payer ID Provide either Insurance Name or ID Search Screen of J26 Report Sample J26 Report […]

Description This is an encounter report that captures the variance and percentage based on the contracted rates (from the fee schedule) and the actual rates allowed by the payer. The report also contains paid amounts and payment dates with a statement date (if a statement was generated for the encounter) and aging since DOS, the […]

Description This report shows the patient, insurance and total aging by payer type (financial class). The aging is projected with aging buckets of 0 – 30, 31 – 60, 61 – 90, 91 – 120 and >120 days along with total outstanding account receivables. Significance The patient aging is calculated based on the date the […]

Description This is a side-by-side summary for the month and YTD encapsulating billed, paid (applied, on-account, and deposit), refunds, transfers, and a breakup of payments by type and adjustments by reason. Significance J29 report provides both month-to-date and year-to-date financial summary in a single sheet which aids in better analysis. Search Filters for the J29 […]