Description
The J9 report gives a month-wise or daily summary of charges, payments, adjustments, starting and ending A/R, visit count for the month or day, and breakup of new and est. visits (non-e/m visits). The report also captures the applied and on-account (unapplied/credit balances) separately for insurance and patient payments.
Significance
1. Daily / Month End Close Report is one of the most effective and commonly used reports to monitor daily or month-wise patient visits and billing details. The report displays the count of patient visits, total charges, applied payments, on-account money, write-offs, starting A/R, ending A/R, etc., during the given accounting period.
2. This report helps to comprehend practice performance variations and trends.
Utility
1. Choose the option ‘Daily’ to get a summary of the daily activities, such as the count of patient visits, charges, payments applied, On-account amounts, write-offs, etc.
2. The option ‘Monthly’ would provide the charges, payments, and write-off activities month-wise.
Filter options in the Daily/Month-end close report
| Field | Description |
| Date Type | Choose either the accounting date or DOS as the search criteria and provide the date range in the adjacent fields. |
| Legal Entity | |
| Provider | |
| Monthly/Daily | Select either daily or monthly, depending on the type of report required |
Search screen of J9 Report
Sample J9 Report
Report Columns of the J9 Report
| Field | Description |
| Patient Visits(New/Est) | Number of new visits and established visits based on the procedure count |
| Other | Visits that cannot be categorized under the New, Est categories |
| Charges | charges created |
| Payments Applied (Patient/ INS) | Applied payments to patients and insurance |
| On Account (Patient/INS) | On account money for patients as well as for insurance. When you hover the mouse over the column, it shows the on-account money split up between the current month and the other months. |
| Write Off | Amount written off during the time period |
| Starting A/R | A/R at the start of the selected accounting period |
| Outstanding A/R | A/R incurred during the period |
| Ending A/R | A/R at the end of the accounting period |
Possible Outputs of the J9 Report
