A7. Appointment – End of Day Reconciliation Sheet Report

Appointment – End of Day Reconciliation Sheet Report gives detailed information on the appointments booked for the given date range. The details include patient name, MR#, Legal entity, Provider, DOS, TOS (Time of Service), Appointment status, the user who updated the appointment, the patient’s primary and secondary insurance, the user who verified the eligibility. The […]

Read More

A8. Web Appointment Request Report

Web Appointment Request Report provides information on the appointments requested through the Patient Portal application (a website that enables the patients to view their clinical information, book appointments, etc.). In order to generate the report, the practice should have access to Patient Portal. Table 1 lists the filter options in the Web Appointment Request Report. […]

Read More

A9. Appointment Reminder Report

Appointment Reminder Report is used to find out the appointments for which reminders are set. The report gives detailed information on the appointments with the provider name and phone number, reminder information and patient contact information. The column Reminder Sent date will help in verifying whether reminders were sent. The report can be searched with […]

Read More

A10. Eligibility Status Report

Eligibility Status Report is used to check the eligibility of a single or a bulk number of patients at a time. In other 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 criteria. Eligibility status reports can be […]

Read More

B1. Superbill Report

A Superbill Report generates superbills for the patients. To select patients for the superbill generation, filter options are provided in the superbill report. Table 1 displays the filter options provided in the Superbill Report. Field Description Appt. Date From/To Provide Start and End dates or select an appropriate date range from the drop-down. Legal Entity […]

Read More

B2. Superbill Tally Report

Superbill Tally Report helps in easy identification of patients who have been rendered service but have not yet been billed. The report shows the appointment details such as appointment date and time, patient name, rendering provider, appointment status, EMR status, superbill status, and schedule type. To identify patients not yet billed,  compare the EMR and […]

Read More

B3. Superbill Activity Report

Superbill Activity Report displays the diagnoses done, and the procedures performed on a patient. It can be used to provide a receipt for the patient including or excluding the charges involved. Filter the report by using the search parameters such as Schedule Start Date, End Date, and the Provider. To generate the report for all […]

Read More

B4. Pre- Billing Charges Report

Pre billing Charges Report shows the patient details, appointment details, diagnosis codes, CPT codes, and the corresponding fees. Table 1 shows the filter options provided in the B4. Pre Billing Charges Report. Field Description Appt. Date From/To Provide Start and End dates or select an appropriate date range from the drop-down. Legal Entity Search By […]

Read More

B5. Authorization Tracking Report

Authorization Tracking Report provides detailed information on the authorizations provided to the patients by the respective payers. Table 1 shows the filtering options available in the Authorization Tracking Report. Field Description Valid Auth From/To Provide Authorization valid from and to Dates or select an appropriate value from the drop-down. Date Authorized From/To Provide authorized dates […]

Read More

B6. Appointments – Charges Reconciliation Report

Appointments – Charges Reconciliation Report helps in the easy identification of patients whose charges are created but not yet been billed. The report displays the patient details, appointment details, charge creation status and billing status. Table 1 lists the filter options available in the Appointments- Charges Reconciliation Report Field  Description Appt. Date From/ To Choose […]

Read More