Overview
Panel | ||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||||||||
|
Sample Reports
(Click an image to enlarge)
Portal
Back Office
Field Definitions
Field | Calculation Formula | Description |
---|---|---|
Primary / Secondary Group By | Displays the value for the selected Primary Group By and Secondary Group By filters. Options include: Practice, Facility. | |
CPT | The general procedure code that was entered as the procedure billed on the case in charge entry. | |
Billed | Total Billed on cases (positive) + Total Reversed Amount (negative) | The amount that was billed for total charges for each procedure. |
Case Count | The number of cases for the specified time frame. | |
Total Insurance Payments | Payment - (Refunded Amount + Reversed Amount) | The total of all Insurance Payments on cases posted for the time period the report is run. |
Available Report Filters
Option | Type | Required | Description | ||
---|---|---|---|---|---|
Date | Drop Down / Free Text (Calendar) | Yes | 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, this filter is set to Current Month.
| ||
Practices | List Selection | Yes | Filters by all practices or one or more practices for which charges were billed. By default, this filter is set to All.
| ||
Providers | List Selection | Yes | Filters by all providers or one or more providers for which transactions were posted. By default, this filter is set to All. | ||
Facilities | List Selection | Yes | Filters by all facilities or by one or more facilities for which transactions were posted. By default, this filter is set to All. | ||
Primary/Secondary Group By | Drop Down | No | These groups allow for arbitrary selection of up to three variables.
Options include: None, Practice, Facility.
| ||
Report Folder | Drop Down | Yes | Designates where to place or save the output from the executed report. |