C9. Installment Statement Summary Report

Description C9 report lists all patients that have had installment letters generated in the past and the current status of the payment plan. Users can also reprint the installment letter from the screen. Significance 1. C9 Report can be used to generate installment letters for the patients. Select any of the statements from the result, […]

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C10. Generate Patients In Collections List

Description The C10 report lists patients to generate the collections agency CSV file. Once the CSV is generated, all “Bill to PT” or “GR” lines on the date of service change to “In_Collections” line status. Significance 1. If you are utilizing the services of a collection agency and need to send them an electronic data […]

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C11. Patient Collection Report

Description This report lists all patients that were moved to the “In_Collections” status in the system. Significance 1. The C11 report lists the patients in collections. Each row in the listing displays patient name, MR#, info on DOS, charge incurred, insurance paid, patient paid amounts, and the balance. 2. Other reports to view patients in […]

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C12. Patient Visit Summary Report

Description The report displays the billed charges with patient demographics and insurance details. The report prints one patient per page, with each page being a different patient. Utility To view all the records edited/created by a user on the current day, select the user from the user search drop-down and select ‘Today’ as the ‘Last […]

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D4. Summary – Insurance Balance And Aging By Patient

Description This is a Patient level A/R report with aging buckets and filter to show both A/R – insurance and patient together or separately the patient. Significance 1. This report gives a one-list view of the patients and their balances. Select ALL and it would give patient as well as insurance aging. Additional fields included […]

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D5. Detailed – Patient Aging Report

Description D5 is a Patient ledger style report capturing the patient’s financials with an A/R summary. Significance The Detailed patient aging  provides a breakdown of the claims that are currently aging to the patient. (Any claim that has been billed to the patient/responsible party using a statement is considered aging to the patient). This report is akin to patient Ledger and […]

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D6. A/ R Aging Summary Report

Description D6 report is an aging summary report displaying a breakup of the A/R for patient, insurance, and collections with aging buckets and percentages. D6 report indicates how long insurance claims and patient balances have been outstanding and are represented as a percentage over 180 days. It is represented as amount in dollars as well […]

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D7. Accounts Receivable Aging Report

Description D7 report is an aging summary report showing the A/R for each aging bucket. An accounts receivable aging report is a record of overdue invoices from a specific time period that is used to measure the financial health of the company and its customers. The Accounts Receivable (A/R) Aging report has high significance due […]

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D8. Provider Wise A/R Aging Report

Description D8 report is an aging summary akin to D6 A/R Aging Summary Report additionally with the provider-wise breakup. Significance 1. D8 report provides the insurance and patient aging details for each provider in a legal entity. 2. The patient aging is calculated based on the date the line was moved to patient responsibility. Search […]

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D9. Aging Report By Case Type

Description D9 shows the aging summary in both amounts and percentages by Case Type. Search Filters of D9 Report Field Description Legal Entity To filter by a specific legal entity Provider To filter results for a specific provider Search Screen of D9 Report Image 1 Sample D9 report Image 2 Quan. : This is the […]

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