Description The Appointment Schedule Report is a detailed appointment report that includes some patient financial information. The additional information is the copay amount (saved), patient balance, and on-account balance. Significance 1. This report is a detailed report that shows you all the appointments in a day or a date range. It gives the appointment type, […]
Category: Report Central
Report Central constitutes collection of reports to assist in the medical billing RCM workflow management. These are pre-defined individual reports with unique features and differences that help to analyze, evaluate and manage the practice (accounts).
A. Scheduler
B. Superbill
C. Patient
D. Aging
E. Listing
F. Security
G. Claims and Denials
H. Dashboard
I. Charges and Payments
J. Financials
K. Clinical
D1. Summary – Insurance Aging Report
Description D1 report captures insurance-wise A/R with aging buckets. The report can also be filtered to display the A/R based on the contract amount (expected fee) instead of the gross values. Significance The purpose of the summary-Insurance Aging Report is to follow up outstanding insurance balances. Items on the report are aged based on the […]
D2. Detailed – Insurance Aging Report
Description D2 report is a detailed insurance A/R report that contains patient and line-level billing information with multiple export formats (mostly line level). There is also an encounter-level excel that can be generated. Significance 1. Offline Reporting Feature included. 2. If you want to view the insurance A/R and know the patients that constitute this […]
I2. Charges Billed By Month By Provider Report
Description I2 report lists the Provider-wise total billed by month. Search Filters for the I2 Report Field Description Acct. Date Line level Accounting Date Legal Entity To filter by a specific legal entity Provider To filter results for a specific provider Search Screen of I2 Report Image 1 Sample I2 report Image 2 Possible Outputs […]
H2. Operational Dashboard (Drill Down)
Description Operational (Drill Down)Dashboard is a report on the Key Performance Indicators(KPI). KPIs are color-coded. Green indicates that the parameter is in good standing whereas red indicates an alert that the KPI requires immediate attention. Yellow indicates a warning that the parameter could worsen if not taken care of. This report shows the KPIs of […]
E3. New Patients Report
Description E3 New Patients Report is a patient list for the charges for the selected date period with subtotals for appointment count and with total charges and remaining A/R for all patients and new patients shown separately. Search Filters for E3 Report Field Description Date Type Choose between Acct. date or DOS and provide the […]
J4. Patient On- Account Balance Analysis Report
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 […]
E4. Patient List by POS and Service Location Report
Description E4 report lists patients by place of service and service location based on the location selected for their charges. Search Filters of E4 Report Field Description DOS Provide DOS range to filter results for a specific DOS range Place of Service Provide POS to filter results for a specific POS Service location Provide a […]
A2. Appointment Worksheet Report
Description The Appointment Worksheet Report is a day-wise listing of appointments with basic appointment information, viz., schedule status, request reason, and scheduler note. Significance A2 is a scaled-down report that shows you the basic appointment information, including appointment status and request reason. Search Filters for A2 Report Field Description Appt. Start Date/ End date Provide […]
A3. Appointment Status Report
Description The Appointment Status Report is a basic appointment report with the schedule status. Search Filters for A3 Report Field Description Appt. Start Date/End Date Provide start and end dates, or select an appropriate date range from the drop-down. Legal Entity To search for a specific legal entity All Legal Entity To show all legal […]