Description The report provides different file export options to show either summary or detailed information. 1. The PDF export is used as a printable format for the providers to document the visit notes. 2. The on-account balance Excel provides the unapplied and credit balances of the patients. 3. The detailed Excel contains patient, insurance, and […]
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
A6. Eligible Visits Bill Report
Description The report verifies if the required patient demographic fields are complete and eligible for billing. The report includes the patient’s last seen date and time, the copay posted amount, and the posted payment #. Significance 1. The co-pay posting information is displayed only if the amount was collected through the scheduler. 2. A6 report […]
A7. Appointment – End of Day Reconciliation Sheet Report
Description The A7 report lists the appointments with the copay collected. Note that the copays should be collected from the scheduler to reflect on the report. Significance The A7 report is a reconciliation between the co-pay amount that was supposed to be collected and the actual collected amount. If a copay amount was saved in […]
A8. Web Appointment Request Report
Description This report lists the online appointment requests received through the patient portal and their status. Significance The report lists all the patients who have requested appointments through the portal. The report also displays the request status and system status of appointments, which can be used to analyze pitfalls in patient portal communication with the […]
A9. Appointment Reminder Report
Description This report lists the appointments with the sent status of the text and email reminders. Significance The system has an appointment reminder capability. Reminders can be texted or emailed. If you want to look at how the reminders were sent, whether it was a text or an email, what the sent date was, etc., […]
A10. Eligibility Status Report
Description This is a batch eligibility report displaying the patient’s real-time eligibility and benefit information. The report can be filtered based on the appointment date or previous run date. For the error responses, the rejection reason is displayed on the report. Significance 1. Eligibility status reports can be generated only if the eligibility verification option […]
A11. Financial Details by Appointment Report
Description This report lists appointments with the billed and paid amounts, on-account balance, and copay collected. Significance The financial elements in the report are patient payment, insurance payment, balance, patient on-account, and co-pay collected. Search filters of A11 Report Field Description Appt. date Provide an Appointment date range DOS Provide DOS range Legal Entity To […]
B1. Superbill Report
Description Providers can print this report to document the diagnosis and procedure codes of the visit, essentially for billing purposes. Search Filters of B1 Report Field Description Appt. Date From/To Provide Start and End dates or select an appropriate date range from the drop-down. Legal Entity To generate the report for a specific legal Entity […]
B2. Superbill Tally Report
Description This is a report to reconcile appointments with manually entered charges and to review if the appointments for the selected date period have been billed. The report will indicate an “X” if there is no superbill and “New” or “Hold” if a superbill has been created and left in an unbilled status. Significance To […]
B3. Superbill Activity Report
Description This is a visit summary report, with each date of service on a separate page. It contains financial info such as copays and balances due from both patients and insurance, as well as billing information such as procedures, diagnosis, units, and billed amounts. Providers can print the report to review the visit information and […]