J29. Monthly Transaction Summary

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 […]

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J30. Key Financial Summary Metrics

Description J30 report is a 12-month data of gross vs. collections and with a forecasted collection (calculated at 24.5% of the gross). The report contains the regular financial summary data viz. charges, payments, adjustments, and with aging buckets of >60 and > 90 days outstanding from dos. Additionally, a % of the payer mix is […]

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J31. Unusual Transactions in Closed Period

Description In the legacy reporting, as some movements (changes to locked transactions) were permitted in a closed month, this report helped to fetch the details and showed the comparison of A/R and transaction numbers at the close with the current (if there were changes). The unusual transaction report has mainly two parts. a. Section 1 […]

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J32. Detailed System Financial Report

Description This is a report similar to J1. System Financial Summary but displaying additional provider-wise details. The report also includes the submitted claim count. Click on to create an excel output and to obtain the PDF output. Search Filters of J32 Report Field Description Acct. Date Provide the accounting date range legal Entity Select an […]

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C13. Patient Visit Tracking Report

Description The report displays all patients that have a date of service in the selected date range and with their till date total visit (appointment) count, total charge count, and with billed and paid totals. Search Filters of C13 Report Field Description DOS Provide the DOS date range Patient To view results of a specific […]

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H13. KPI Dashboard Report

Description H13 is a report that uses various health indicators to measure the performance and operational efficiency of the revenue cycle management and to help identify areas of improvement for the Practice’s revenue cycle operations. In the report, users will have access to key billing metrics such as the First Pass Resolution Rate, A/R days, […]

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C14. Overdue Preventive Care/ Well Visit List

Description The report contains patient demographics data with the ability to filter patients with specific billed CPT codes. Significance This report can be used for setting birthday reminders; select¬† to print birthday reminder label. Another report to print birthday reminder is C6. Patient Details Report. Search Filters for the C14 Report Field Description Creation Date […]

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