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Overview

Purpose

This report analyzes monthly transactions for a 13 month accounting range.

This itemized report summarizes the monthly transaction activity of AR and Non-AR transactions. Use this report to compare the totals in active AR for the current month/current year to date with the same month of the previous year/previous year to date.

Category

Financial

Type

Summary

Mode

Accounting 

Output Options

Update

How to Get Here?

 

From Portal:
From Back Office:
  1. From the Reports tab, locate the 13 Month Financial Activity Summary report
  2. Click Edit for the report
  3. Enter/select filter criteria on the Criteria page
  4. Click Run Report
  1. Open the Manage menu and select Reports
  2. From the Reports page, select the 13 Month Financial Activity Summary report from the list of reports
  3. Click Run (or press [Alt] + [M])
  4. Enter/select the filter criteria from the Parameters window
  5. Click Run (or press [Alt] + [M])

 

Sample Reports

(Click an image to enlarge)

Portal

Back Office 

 

Field Definitions

Field

Calculation Formula

Description

Beginning Balance  UPDATE
Charges Billed   
Cases   
Procedures   
Anesthesia Units Billed Total Units * Accounting Status 
RVU - Work RVU - (Work * Accounting Status) 
Total Expected Expected * Accounting Status 
Payments - Line Items   
Payments - On-Account   
Contractual Write-off   
Insurance Withhold  
Refunds from AR   
Adjustments - Misc   
External Collections   
Net Activity   
Ending Balance   
Payments - Suspense  
Payments - Misc Income  
Refunds Suspense - Misc Income   
Beginning Balance - Ext Coll  
Payments - Ext Coll   
Adjustments - Ext Coll   
Transfers - Ext Coll   
Ending Balance - Ext Coll   
Avg Daily ChargesCharges Billed / Days in Month  
Avg Charge/Case Charges Billed / Cases 
Avg Charge/Procedure Charges Billed / Procedures 
Avg Daily Payments [Sum of Payments - All (Line Items, On-Account, Suspense, Misc Income, Ext Coll)] / Days in Month 
Avg Payment/Case (Payments - Line Items) / Cases 
Avg Payment/Procedure (Payments - Line Items) / Procedures 
Gross Collection % [(Payments - Refunds) * 100] / Billed Charges 
Net Collection %   
Bad Debt %External Collections / Charges Billed 
Days in A/R   

Available Report Filters

Option

Type

Required

Description

Date / To  UPDATE
Practices    
Providers    
Facilities    
Financial Class   
Payers    
Show External Collections SummaryCheckboxNo 
Plans    
Primary Group By    
Secondary Group By    
Tertiary Group By    

 

 

Related Topics

Portal

Reports (Portal)

 

 

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