The entire encounter line activities that occurred during the selected accounting date/DOS/Last Modified Date range are provided in the report.

Search filters for the report include Accounting Date, DOS, Creation Date, Last Modified Date, Legal Entity, Rendering Provider (Encounter/ Line), Line Status, Line Sub Status, User, Referral Source, CPT, Diagnosis, Patient,  PSTS#Batch#, Modifier, Insurance (Primary/ Secondary/ Tertiary), and Referring Provider.

Additionally, Show Over Payments Only, Exclude New and Include Void check boxes are included. With Exclude New filter option checked, all unposted charges will be excluded from the report. Image 1 is sample search screen.

The view and download options can be seen beneath. The highlighted portion is the Run Offline Option. The offline reports feature reduces redundant iterations in report generation.  With this feature users can redownload a previously generated report without having to rerun the report.

Image 1

The previous five offline reports run by the user can be viewed in the drop-down right next to Run Offline radio button; see Image 1.1.

Image 1.1

The offline reports will also appear in the Report Central Favorites tab under section titled ‘Batch Reports’ as shown in Image 1.2. Reports ready for download will show up with a tick and pending reports will show with an hourglass icon.

Image 1.2

The I8 report also provides direct export options which when clicked directs the output to excel/CSV formats so that the user can view the excel/CSV outputs without having to wait for the report to load on screen.

The following are the direct export options.

a. Export to Excel(Summary)

b. Export to Excel(Encounter)

c. Export to Excel(Detailed)


e. CSV(Detailed)

f. Export to Excel(Accounting period Activities)

Image 2 is a sample output.

Image 2

Select the  icon to download the report in CSV format and  icon to download the report as PDF.

Note: In the detailed Excel report, the sheet “Accounting Period Activities” highlights in yellow the charges from closed months that had changes made to them in the current reporting period; see Image 3.

Image 3