Each Connect application/area is represented as a drop down option in the Topics field. To grant rights to the elements of an application, select that application/area, then check the boxes to assign applicable reports.
A checked box indicates viewing permissions have been granted to the report.
Topic | Available Reports |
|---|---|
Front Office - Classic |
| Appointments by Date Range |
| Appointments by Facility |
| Appointments by Patient |
| Appointments by Provider | |
| Back Office - Classic |
| AR Aging |
| Charge Batch |
| Charge Batch Log |
| Claim Viewer |
| ePreop Data Extract |
| Fides - Quality Data Collection |
| Financial Activity Summary |
| Guarantor Collection Tasks |
| Guarantor Statements |
| Insurance Collection Tasks |
| Insurance Followup |
| Payment Batch |
| Survey Vitals | |
| Back Office - Portal |
| 12 Month Payment Waterfall Summary |
| 13 Month Financial Activity |
| Account Adjustment Analysis Detail |
| Account Note Detail | |
| Anesthesia Case Utilization - Case Output |
| Anesthesia Case Utilization - Performing Provider Output |
| Anesthesia Minutes by Provider (dashboard widget) |
| Anesthesia Units by Payer (dashboard widget) |
| AR Activity Summary |
| AR Aging | |
| AR Aging Analysis Detail |
| Audit Trail | |
| Billed vs. Expected vs. Collected (dashboard widget) |
| Billed vs. Expected vs. Collected Summary |
| Case Analysis Detail | |
| Case Hold Detail | |
| Case Mix Trend Summary |
| Case Outcome Detail | |
| Charge Analysis Detail |
| Charge Entry Productivity (dashboard widget) |
| Charge Entry Productivity Detail |
| Charge Mix Trend Summary | |
| Charge Payment Posting Summary |
| Claim Activity Detail | |
| Collection Trend Analysis Summary |
| Collector Entry Productivity (dashboard widget) |
| Credit Balances Detail |
| Days in AR (90 day trailing) (dashboard widget) |
| Deposit Analysis Detail |
| Deposit Analysis Summary |
| Diagnosis/Procedure Count Summary |
| Elapsed Time Analysis Detail | |
| External Collection Analysis Detail |
| External Collection Payment Detail | |
| Facility Details |
| FAS - Charges Billed Detail | |
| FAS - Payments to Line Items Detail | |
| FAS - Payments to On Account Detail | |
| FAS - Contractual Write-Off Detail | |
| FAS - Insurance Withhold Detail | |
| FAS - Refunds from AR Detail | |
| FAS - Misc Adjustment Detail | |
| FAS - External Collections Detail | |
| Guarantor Collection Actions Detail |
| Insurance Collection Actions Detail |
| Insurance Payment Denial Detail |
| MTD Metrics (dashboard widget) |
| Net Collection % (90 day trailing) (dashboard widget) |
| Patient Responsibility Detail |
| Payer Mix (Charges) (dashboard widget) |
| Payer Mix (Payments) (dashboard widget) |
| Payer Mix Summary |
| Payment Analysis Detail | |
| Payment Batch Detail | |
| Payment Entry Productivity (dashboard widget) |
| Payment Entry Productivity Detail |
| Payment Mix Trend Summary |
| Percent of A/R over 90 Days (dashboard widget) |
| Plan |
| Detail |
| Practice Detail | |
| Practice Performance Analysis |
| Practice Performance Summary |
| Practice Performance Summary (DOS) |
| Production Analysis Summary |
| Provider Details | |
| Rendering Provider Case Count (dashboard widget) | |
| Reportal - Classic |
| Account Adjustment Analysis |
| Aging Analysis |
| Anesthesia Minutes by Provider |
| Billed Charge Details |
| CAC Billed Charge Details |
| Case Summary Analysis |
| Charge Payment Payer Analysis |
| Claim Status |
| Credit Balances |
| Expected Insurance AR Summary |
| Expected Insurance AR Summary by DOS |
| External Collections Analysis |
| Facility Detail |
| Fee Schedule Analysis |
| Guarantor Collection Tasks |
| Insurance Collection Tasks |
| Insurance Followup Analysis |
| Misc. Income Analysis |
| On-Account Details |
| Paper Claim Options |
| Patient/Procedure Demographics |
| Patient Responsibility |
| Patient Responsibility by DOS |
| Payer Procedure Analysis |
| Payment Adjustments |
| Payment Details |
| Payment Plans |
| Payment Productivity |
| Payment Reversal Analysis |
| Payment Summary |
| Plan Detail |
| Practice Charge/Payment Analysis by CPT |
| Practice Performance |
| Practice Performance by Plan |
| Productivity Report |
| Provider Time Analysis |
| Referring Provider Detail |
| Refund Analysis |
| Responsible Balances |
| STD - Anesthesia Minutes by Provider (YTD) |
| STD - Anesthesia Units by Payer (YTD) |
| STD - AR Aging |
| STD - Billed Charges Financial Class Mix (YTD) |
| STD - Billed vs. Expected vs. Collected (YTD) |
| STD - Charge Payment Payer Analysis (YTD) |
| STD - Collected % of Billed (YTD) |
| STD - Collected % of Expected (YTD) |
| STD - Expected Aging by Payer and Plan (YTD) |
| STD - Expected Revenue by Facility, Payer, Plan (YTD) |
| STD - Financial Activity Summary |
| STD - Insurance Followup |
| STD - Payment Lag (YTD) |
| STD - Practice Performance (YTD) |
| STD - Rendering Provider Case Count (YTD) |
| Suspense Analysis |
| Transaction - Cases |
| Transaction Summary |
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
Not applicable for this topic |
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