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 […]
Category: J. Financials
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 […]
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 […]
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 […]