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 […]

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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 […]

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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 […]

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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 […]

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J11. Financials By Facility By Month Of Service Report

Description J11 report is a month-wise summary of charges and payments by Provider and place of service. Significance It is one of the simplest reports to analyze the payments against charges of providers. Search Filters of J11 Report Field Description Acct. Date Provide the accounting date range of charges/payments Legal Entity Select a legal entity […]

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J13. Procedure Count By Provider(s) Report

Description This report gives a month-wise procedure count by providers. The report can show either the monthly or daily distribution. Significance This report gives a count of procedures against each provider. Search Filters for J13 Report Field Description Acct. Date Provide the Accounting date range Legal Entity To filter by a specific legal Entity Provider […]

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J14. Provider Procedure Count By POS Report

Description Provider Procedure Count By POS Report shows the number of Procedures (encounters) performed by each provider against place of service (POS). It also provides the total number of procedures month wise and provider wise. Search Filters of J14 Report Field Description Acct. Date Line level Accounting date of charge Legal Entity To filter results […]

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J15. Billing Activities By Provider Report

Description The Billing Activities by Provider Report recounts the procedures used by the providers in the legal entity. This report also provides the procedure count, billed amount, payment amount, and outstanding amount for each procedure code marked against each provider. Significance This report is very similar to the J5 report and can be run with […]

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J16. Payments By Month By Provider Report

Description This report provides month-wise payment totals by Provider. The report has two different views. The detailed view shows the payment breakup by Case Type and the summary view excludes this Case Type info. The report is displayed in detail by default. If you want a summarized view without showing the case types, select the […]

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J17. Procedure Count By Month Report

Description The J17 report gives a month-wise procedure count by provider. The report can be run for the rendering provider at the encounter level or at the line level. Significance This report is helpful when you do not want a detailed view and intend to see only the month-wise procedure count against each provider. Search […]

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