Category: Report Central

Description I8 is a detailed charge report that captures the majority of charge transaction fields. Multiple Excel exports give varying levels of information. This master charge report can be used extensively for charge capture information, analytics, and reconciliation purposes. Significance 1. This is the master charge report. All the charge details are captured in this […]

Description I9 is a detailed charge report with the payment activity for the date of services reflected on the report. Significance 1. The I9 report is similar to I8 report; both differ in the fields that are displayed. While I8 report shows you the primary, secondary and tertiary insurance details like insurance name, plan, member […]

Description I10 report lists all the procedures billed by insurance with a count of the procedures and totals of billed, paid, and adjusted. Significance I10 report is a procedure-based report that provides charges, receipts and adjustments for each procedure performed under an insurance in the given accounting date range. Utility 1. Procedure code search filter […]

Description I11 report lists all the adjustments with the patients, date of service, and the adjustment reason. Summary and detailed filter available in the report where the summary report is high level and does not include any patient/DOS details. Search Filters for the I11 Report Field Description Acct. Date Acct. date of adjustment posting; Provide […]

Description This is a report that shows all charges for the selected date range, the patient payments applied with a breakup of copay/deductible paid and other patient payments, insurance paid, and the adjustment total and balance for all patients. Utility PDF output of I13 report has practice info on the header. Info includes Practice name, […]

Description This is a line-wise activity report containing the applied reversed and transferred amounts and each activity reported in a separate line and with the user who processed the activity. Search Filters of I14 Report Field Description Acct. date Provide the Accounting Date range of the payment Activity Payment Date Provide the payment Date range […]

Description I15 report is mostly used for institutional billing, the report contains some UB04-specific information and shows the billed and paid amounts. Additionally, the aging in the report shows the responsible entity that owes the balance (patient/insurance). Search Filters for the I15 Report Field Description Acct. Date Line Level Accounting Date DOS Provide Date of […]

Description An I16 report is the report that compares the actual posted with the fee schedule (based on the allowed) and reports the variance. Significance 1. The I16 report provides a patient-wise listing of underpayments made by insurance. Only those claims whose payment accounting date falls within the given period will be displayed. Utility 1. […]

Description I17 report displays the financials by Legal Entity, Provider, and Type of Service. Significance Type of Service for each procedure is set from the Encounter Procedure Set up screen under ‘Additional Information’. If no type is set here, it will take it as ‘Other’. The I17 report shows the charges, payments by insurance, payments […]

Description I18 is a report showing all the credit card payments posted from the system through the integrated payment gateway solution and includes the transaction status, payment #, and the gateway reference #. Significance 1. Credit card batch report for USIO payments can also be generated using I18 report which lists out batch level transactions […]