Description
The J6 report is a multi-sheet Excel containing missing encounters, deposit details, applied payments, and both posted and unposted charge details.
Significance
It is a month-end report and it gives both a detailed and summarized view of the system financials. The excel report has six sheets which provide the following information.
Sheet 1: Daily-Month Activity Summary- Summary of the charges entered, payments posted and adjustments.
Sheet 2: Payment Deposit-The payment deposits are given and deposit totals are displayed at the bottom.
Sheet 3: Posting Details- Provides the applied payment details and the totals beneath.
Sheet 4: Missing Encounters- Provides appointment details for which charges are not yet created
Sheet 5: Unapplied and Unposted payments- Similar data that you find in the On-account report.
Sheet 6: Charges and Unposted Charges- Details of all charges posted in the date range. Any charges created but put to HOLD or NEW status will be as well shown here. Date of Accident (DOA) of the patient will also be displayed in this tab.
Search Filters for the J6 Report
| Field | Description |
| Acct. Date | Provide the accounting date range |
| User | Filter by user |
| Legal Entity | Filter by billing entity |
| Provider | To show details with respect to a specific provider |
| Insurance | To show details with respect to a specific insurance |
Daily-Month Activity Summary sheet of the J6 Report
