Page History

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
	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 Analysis Detail
	Billed vs. Expected vs. Collected (dashboard widget)
	Billed vs. Expected vs. Collected Summary
	Case Mix Trend Summary
	Charge Analysis Detail
	Charge Entry Productivity (dashboard widget)
	Charge Entry Productivity Detail
	Charge Mix Trend Summary
	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
	Facility Details
	Guarantor Collection Actions Detail
	Insurance Collection Actions Detail
	Insurance Payment Denial Detail
	MTD Metrics (dashboard widget)
	Net Collection % (90 day trailing) (dashboard widget)
	Outcome Details
	Patient Responsibility Detail
	Payer Mix (Charges) (dashboard widget)
	Payer Mix (Payments) (dashboard widget)
	Payer Mix Summary
	Payment Entry Productivity (dashboard widget)
	Payment Entry Productivity Detail
	Payment Mix Trend Summary
	Percent of A/R over 90 Days (dashboard widget)
	Plan Details
	Practice Performance Analysis
	Practice Performance Summary
	Practice Performance Summary (DOS)
	Production Analysis Summary
	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