A10: Eligibility Status Report

Eligibility Status Report is one of the very commonly used report that helps to check eligibility of a single or bulk number of patients at a time. In order words, it is also called batch eligibility verification. When the report is generated, it gives eligibility information about the list of patients based on the search […]

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B1. Superbill Report

A Superbill Report shows the name, home phone number, cell phone number and last visit date of the patient. The superbill report can be filtered using filter options such as Appointment Start Date, Appointment End Date,   Legal Entity, Provider Name, Patient, Superbill Template, and Schedule Status. After selecting the required filter options, click on the Search option to […]

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B2. Superbill Tally Report

The Superbill Tally Report shows the appointment details with patient name, rendering provider, EMR status and schedule type. It can be narrowed down using the filters such as Appointment Start Date, Appointment End Date, Legal Entity, Provider Name, Schedule Type, Appointment Status, and Superbill Status. The report can be sorted according to the Date, Appointment Status (APPT STATUS) or Superbill Status […]

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B3. Superbill Activity Report

Superbill Activity Report shows the case number, patient name, appointment date and time. Filter the report by using the given filtering options such as Schedule Start Date, End Date and the Provider. Click on the checkbox for  All Providers  to generate the report for all the providers within the system.  It is also possible to […]

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B4. Pre- Billing Charges Report

Pre billing Charges Report shows the patient details ,appointment details, diagnosis codes, CPT codes and their fee. Filter the report by choosing the Appointment Start Date, End Date, Legal Entity, Provider, Superbill Template,  Patient and Superbill Status. Click on Search to generate the report in PDF format. A sample Pre-Billing Status Report as PDF has been given […]

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B5. Authorization Tracking Report

Authorization Tracking Report shows the patient details, visit details and amount. Choose the filtering options such as Valid Authorization From Date, To Date, Insurance, Patient, and Number of Visits Remaining to narrow down the search results. To get a summary of the report, click on the radio button named Summary.  Inactive authorizations can be included in the report […]

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B6. Appointments – Charges Reconciliation Report

Appointments – Charges Reconciliation Report shows the patient last name, patient first name, MR#, appointment start date, schedule status, charge created status and billed status. Filter the search results by choosing Appointment From Date, To Date and Patient. Click on Search to generate the report. Click on  to download the report as an Excel Spreadsheet or  to […]

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C1. New Call Report

New Recall Report shows the patient details, insurance name, provider and the last visit date with assigned user Choose the from and to Due Dates, Initial Dates, Reminder Status, Assigned To User, Reminder Type, Reminder Category, and the Patient to narrow down the search results. Click on the Search button to generate the new call report. Click on  icon to download the report […]

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C3. Patient Statement Summary Report

Select the from and to Statement Dates, Patient, Statement #, and the Report Type to filter down the search results for the report. It is also possible to view statements generated within a particular number of days by entering the same in the field provided. Click on Search to generate the report. Click on the  icon […]

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C4. Generate Patient Pre-Collection Letter

Select the Legal Entity, Last Name, First Name, Case#, Due Amount From, Due Amount To, Patient last name between, number of days since payment has not been received, number of times the statement has been generated. Sort the results by using the Sort By option and also exclude patients on account by selecting the option […]

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