Description This report lists all patients with an installment plan (payment plan) added to the system. Note: The C8 report displays only those installments with the status NEW, ACTIVE, and PERIOD_COMPLETE. Significance 1. The C8 report displays those installments with an installment status of either NEW, ACTIVE, or PERIOD_COMPLETE. These installments have lines with the […]
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
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, […]
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 […]
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 […]
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 […]
D3. Summary – Patient/ Guarantor Balance And Aging Report
Description The D3 report is a patient-level report that captures patient A/R and guarantor A/R separately or together with the aging buckets. The report has two tabs: Aging Summary and A/R Aging Bucket. Aging Summary: Displays Billed Amount, Insurance Paid Amount, Patient/Guarantor Paid Amount, Adjustment Amount, Outstanding Amount, and On-Account Money. Aging Bucket: Displays bucket-wise […]
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 […]
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 […]
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 […]
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 […]