I18. Credit Card Transaction Report

Description I18 is a report showing all the credit card payments posted from the system through the integrated payment gateway solution and includes the transaction status, payment #, and the gateway reference #. Significance 1. Credit card batch report for USIO payments can also be generated using I18 report which lists out batch level transactions […]

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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 The I20 report has an Excel output that displays the month-wise sum of receipts and on-account balance of each provider. Search Filters for the I20 Report Filter Description Acct. Date Accounting Date of Payment posting Legal Entity […]

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I21. Billing Process Turn Around Report

Description A reconciliation report that captures the bills received from the external integrated system for the selected transaction date range with the posted information and with the charge lag (in days). Search Filters for the I21 Report Search Filter Description Transaction Date Provide a date range to view results in that date range Transaction Status […]

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I22. Charges and Payment By Referring Physicians

Description I22 is a report of the total billed, paid, and the count of procedures for referring provider and service location combination. Search Filters for the I22 Report Field Description Date Type Select Acct. Date or DOS and provide the date range Referring Provider To filter the report for a specific referring provider Service Location […]

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I23. Financial Details By Service Location

Description I23 is a line-level report of billed, paid, and expected amounts by service location with referring, patient, and insurance info. Search filters for the I23 report Field Description Date Type Select either Acct. Date or DOS PR.INS/Payer ID Primary Insurance name or its payer ID Other External ID Provide ‘Other External ID’ provided in […]

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I24. Invoice Report

Description This is a multi-patient single invoice report with separate PDF exports. The first PDF export contains the procedure counts and the charged quantity and the second contains the patient and date of service details. Significance This report is very similar to I23 report except that it will display only those procedures where the amount […]

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I25. Payments Receipts By Month By Provider

Description I25 report gives provider and month-wise paid and on-account breakup. Search Filters for the I25 Report Field Description Acct. Date Payment Accounting date Legal Entity To filter the report for a specific legal entity Provider To filter the report for a specific provider Search Screen of I25 Report Sample I25 Report Possible Outputs of […]

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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 […]

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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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