Introduction

Reports provides access to real-time information and changes affecting the financial status of your practice.

Report Categories

There are several different report categories, which characterize the type of information presented in the report:

Note
Reports with an asterisk () can only be run from the Classic* tab of Back Office and are not available in Portal.

Category	Description	Reports
Financial	Presents monetary details facilitating the comparison of daily, monthly, and year-to-date values. Financial Reports used to evaluate the overall monetary performance of a practice.	12 Month Payment Waterfall Summary 13 Month Financial Activity Summary Account Adjustment Analysis Detail AR Activity Summary Charge Mix Trend Summary Deposit Analysis Detail Deposit Analysis Summary External Collection Payment Detail Financial Activity Summary* Financial Activity Summary - Detail Reports Insurance Payment Denial Detail Payer Mix Summary Payment Mix Trend Summary Practice Performance Analysis Practice Performance Summary
Aging	Categorizes information by time periods, or aging buckets, and presents it accordingly. Aging Reports present historical data over a specified time range for further analysis.	Aging Analysis Detail AR Aging*
Productivity	Presents information to evaluate the efficiency of operations within a practice. Productivity Reports are used to monitor a number of different areas within the practice's operations, including both guarantor and insurance collection actions by collector, detailed outcome usage, and charge payment production statistics.	Account Note Detail Anesthesia Case Utilization - Case Output Anesthesia Case Utilization - Performing Provider Output Charge Entry Productivity Detail Guarantor Collection Actions Detail Insurance Collection Actions Detail Outcome Details Payment Entry Productivity Detail Production Analysis Summary
Management	Presents a summary report or trend analysis view for managers. Management Reports are used to monitor overall performance of a practice; by evaluating case counts, collection trends, and diagnosis/procedure counts.	Audit Trail Billed vs. Expected vs. Collected Summary Billing Analysis Group by Procedure Summary Case Analysis Detail Case Hold Detail Case Mix Trend Summary Charge Analysis Detail Claim Activity Detail Collection Trend Analysis Summary Charge Payment Posting Summary Credit Balances Detail Diagnosis/Procedure Count Summary Elapsed Time Analysis Detail External Collection Analysis Detail Insurance Followup Detail* Patient Responsibility Detail Payment Batch Detail Practice Performance Summary (DOS)
Third-Party	Generate specific data based on a third party's specifications.	ePreop Extract* Survey Vitals Extract*
System	Generate demographic information on healthcare facilities and specific plans.	Facility Details Plan Details

Report Types

There are several different types, which are used to present information differently.

Note
Reports with an asterisk () can only be run from the Classic* tab of Back Office and are not available in Portal.

Type	Description	Reports
Summary	Report provides high-level synopsis of data, including a number of calculated values based on field data.	12 Month Payment Waterfall Summary 13 Month Financial Activity Summary AR Activity Summary AR Aging* Billed vs. Expected vs. Collected Summary Billing Analysis Group by Procedure Summary Case Mix Trend Summary Charge Mix Trend Summary Charge Payment Posting Summary Collection Trend Analysis Summary Deposit Analysis Summary Diagnosis/Procedure Count Summary Financial Activity Summary* Payer Mix Summary Payment Mix Trend Summary Practice Performance Analysis Practice Performance Summary Practice Performance Summary (DOS) Production Analysis Summary
Detail	Report provides more granular level of data in results.	Account Adjustment Analysis Detail Account Note Detail Aging Analysis Detail Anesthesia Case Utilization - Case Output Anesthesia Case Utilization - Performing Provider Output Audit Trail Case Analysis Detail Case Hold Detail Charge Analysis Detail Charge Entry Productivity Detail Claim Activity Detail Credit Balances Detail Deposit Analysis Detail Elapsed Time Analysis Detail External Collection Analysis Detail External Collection Payment Detail Facility Details Financial Activity Summary - Detail Reports Guarantor Collection Actions Detail Insurance Collection Actions Detail Insurance Followup Detail* Insurance Payment Denial Detail Outcome Details Patient Responsibility Detail Payment Batch Detail Payment Entry Productivity Detail Plan Details
Extract	Report pulls specific set of data.	ePreop Extract* Survey Vitals Extract*

Report Modes

There are several different modes, which determines which data is included in the report and how the data is presented. Data is pulled and presented for a time period based on the mode of the selected report.

Note

Some reports have the option to be run in different modes and include a Date Mode field on the Criteria page for selecting in which mode to run the report.

Reports with an asterisk (*) can only be run from the Classic tab of Back Office and are not available in Portal.

Mode	Description	Reports
Accounting	Report data is pulled based on the Accounting date of the practice.	12 Month Payment Waterfall Summary 13 Month Financial Activity Summary Account Adjustment Analysis Detail AR Activity Summary AR Aging* Billing Analysis Group by Procedure Summary Case Hold Detail Charge Mix Trend Summary Deposit Analysis Detail Deposit Analysis Summary Financial Activity Summary* Financial Activity Summary - Detail Reports Insurance Payment Denial Detail Payer Mix Summary Payment Batch Detail Payment Mix Trend Summary Practice Performance Analysis Practice Performance Summary
Posted	Report data is pulled based on the Posted date of the relevant information - adjustment, activity, deposit, payment, etc.	Account Adjustment Analysis Detail Account Note Detail AR Activity Summary Audit Trail Case Hold Detail Charge Payment Posting Summary Deposit Analysis Detail Deposit Analysis Summary Financial Activity Summary - Detail Reports Insurance Payment Denial Detail Payment Batch Detail
Date of Service	Report data is pulled based on the Date of Service the procedure was performed.	Anesthesia Case Utilization - Case Output Anesthesia Case Utilization - Performing Provider Output AR Aging* Billed vs. Expected vs. Collected Summary Case Analysis Detail Case Hold Detail Case Mix Trend Summary Charge Analysis Detail Claim Activity Detail Collection Trend Analysis Summary Diagnosis/Procedure Count Summary Elapsed Time Analysis Detail ePreop Extract* External Collection Analysis Detail External Collection Payment Detail Insurance Followup Detail* Outcome Details Practice Performance Summary (DOS) Production Analysis Summary Survey Vitals Extract*
Created	Report data is pulled based on the Created date of the collection actions.	Case Hold Detail Charge Entry Productivity Date Guarantor Collection Actions Detail Insurance Collection Actions Detail Payment Entry Productivity Detail