Reports provides access to real-time information and changes affecting the financial status of your practice.
There are several different report categories, which characterize the type of information presented in the report:
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.
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.
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.
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.
Generate specific data based on a third party's specifications.
Generate demographic information on healthcare facilities and specific plans.
There are several different types, which are used to present information differently.
|Summary||Report provides high-level synopsis of data, including a number of calculated values based on field data.|
|Detail||Report provides more granular level of data in results.|
|Extract||Report pulls specific set of data.|
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.
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.
Report data is pulled based on the Accounting date of the practice.
|Posted||Report data is pulled based on the Posted date of the relevant information - adjustment, activity, deposit, payment, etc.|
|Date of Service||Report data is pulled based on the Date of Service the procedure was performed.|
|Created||Report data is pulled based on the Created date of the collection actions.|
The following reports are available for Portal users:
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