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Overview

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Info
titlePurpose

This report analyzes charges, payments, and adjustments for a specified date range.

Category

Financial

Type

Summary

Mode

Accounting

Output Options

CSV or Excel


Info
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titleHow to Get Here?


From Portal:
From Back Office:
  1. From the Reports tab, locate the Practice Performance Summary report.
  2. Click Edit for the report.
  3. Enter/select filter criteria on the Criteria page.
  4. Click Run Report.
  1. Open the Manage menu and select Reports.
  2. From the Reports page > Modern tab, select the Practice Performance Summary report from the list of reports.
  3. Click Run (or press [Alt] + [R]).
  4. Enter/select the filter criteria from the Parameters window.
  5. Click Run (or press [Alt] + [R]).



 

Sample Reports

(Click an image to enlarge)

Portal


Back Office


Field Definitions

Field

Calculation Formula

Description

Primary / Secondary / Tertiary Group By

Displays the value for the selected Group By filter.

Displays the value for the selected Primary Group By, Secondary Group By, and Tertiary Group By filters. Options include: Practice, Facility, Rendering Provider, Payer, Plan, Case Reporting Type, Date of ServiceDOS Month, Performing Provider, Procedure Code, Referring Provider, Place of Service, or Type of Service.

Case Count 

The number of cases for the specified time frame.

The Case Count value returned in the report may vary depending upon which Group By filtering option is selected.

Note

Example:

You have a case with multiple providers and multiple procedures.

  • If you run the Practice Performing Summary report and select Rendering Providers as your Group By filter, the Case Count is determined by who got credit on the claim. Each rendering provider is counted separately per the case count.

The same functionality applies when selecting any of the following for your Group By filter:

  • Rendering Providers
  • Performing Providers
  • Procedure Count


Procedure Count 

The number of procedures for the specified time frame.

The Procedure Count returned in the report may vary depending upon which Group By option is selected in the filtering options.

Note

Example:

You have a case with multiple providers and multiple procedures.

  • If you run the Practice Performing Summary report and select Rendering Providers as your Group By filter, the Procedure Count is determined by who got credit on the claim. Each rendering provider is counted separately per the case count.

The same functionality applies when selecting any of the following for your Group By filter:

  • Rendering Providers
  • Performing Providers
  • Procedure Count


BilledOriginal Fee + Reversed AmountThe amount billed for total charges for each service fee.
Payments Payments Distributed + Payment Reversals + SuspenseThe total amount of payments posted to the service fee line.
Contractual Write-off 
The disallowed amount entered on the payment, which is taken as a negative adjustment.
Adjustments 
The sum of line item adjustments taken from the active AR or guarantor payment entry.
External Collections
The sum of money transferred to external collections.
Base Units 
The number of base units for each procedure on the case.
Time Units 
The number of time units for each procedure on the case.
Total Units
The sum of all units for which the payer is responsible.
Physical Status Units
The number of physical status units for each procedure on the case.
Work RVU 
The total work Relative Value Units on a procedure configured in the fee schedule.
Directing Minutes
The minutes allocated to the directing physician/CRNA.
Directed Minutes
The minutes allocated to the directed physician/CRNA.
Malpractice RVU
The total malpractice Relative Value Units on a procedure configured in the fee schedule.
Facility RVU
The total facility Relative Value Units on a procedure configured in the fee schedule.
Non-Facility RVU
The total non-facility Relative Value Units on a procedure configured in the fee schedule.


Available Report Filters

Option

Type

Required

Description

DateDrop DownYes 

Filters transactions displayed by the selected time period. Options include: Custom Date Range, Last # of Days, Today, Previous Day, Current Month, Previous Month, Current Year, and Previous Year.

By default, the filter is set to Current Month.


Note

If Custom Date Range is selected, the From and To fields are enabled to enter specific dates to run the query on.

If Last # of Days is selected, the Last # of Days field is enabled to enter a specific number of days to run the query on.


Warning
The maximum time span for the report is 31 days.


Practices List Selection No 

Filters by all practices or one or more practices for which charges were billed. By default, this filter is set to All.

Note

Only active practices are returned in the search results.

Providers List Selection No Filters by all providers or by one or more providers. By default, this filter is set to All.
Facilities List Selection No Filters by all facilities or by one or more facilities where services were rendered. By default, this filter is set to All.
Payers List Selection  No Filters by payer to which the claims were submitted. By default, this filter is set to All.
Plans List Selection No Filters by plan to which claims were submitted. By default, this filter is set to All.
Primary/Secondary/Tertiary Group ByDrop Down Yes

Filters the results by the selected element.

These groups allow for arbitrary selection of up to three variables. 

  • Displays all transactions that carry the Primary group attribute, then;

  • Filters within the Primary group those transactions that carry the Secondary group attribute, and;

  • Filters within the Secondary group those transactions that carry the Tertiary group attribute

Options include: Practice, Facility, Rendering Provider, Payer,Plan, Case Reporting Type, Date of ServiceDOS Month, Performing Provider, Procedure Code, Referring Provider, Place of Service,  and Type Type of Service, Financial Class, Acct Month and Date of Service.

By default, the Primary Group By filter is set to Practice.



 

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Portal

Reports (Portal)



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