Description
J1.System Financial Summary Report shows provider-wise system financials.
Significance
This report is similar to J9.Daily/Month End Close Report. This report provides a summary of the financial information against each provider in a legal entity. It is also a good month-end report which provides a comprehensive view of the provider transaction in a legal entity and contains information such as Charges, Total Payments, Adjustments, On-Account, Net A/R, Total A/R and procedure counts.
In the ‘On Account’ column, on-account breakup between current and other months is shown as mouse-over( indicated by an arrow in Image 2).
The report can be customized using filtering options such as Account Date From, Account Date To, Legal Entity and Provider. Also, selecting the option ‘Year-To-Date’ will generate the report for the current year.
Table 1 shows the search filters of the J1 report.
| Field | Description |
| Acct. Date | Accounting Date Range |
| Legal Entity | Billing Entity |
| Provider | To view results of a specific provider |
| Period-To-Date/Year-To-Date | To generate the report for the current year, choose Year-To-date |
Table 1
Image 1 shows a sample search screen.
Image 2 shows a sample output.
This report can be downloaded either as an excel sheet or as a PDF file.